Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.6B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$499M
2 +$479M
3 +$328M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$275M

Top Sells

1 +$958M
2 +$565M
3 +$502M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$66.4M

Sector Composition

1 Financials 19.81%
2 Healthcare 13.89%
3 Technology 12.13%
4 Industrials 7.64%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$52.9M 0.11%
7,514,636
+1,556,886
127
$52.7M 0.11%
1,089,231
-29,854
128
$52.6M 0.11%
1,587,028
+81,083
129
$51.6M 0.11%
889,917
+7,164
130
$51.4M 0.11%
442,300
+545
131
$50.6M 0.11%
1,602,395
+8,103
132
$48.4M 0.1%
1,426,675
-97,475
133
$48.2M 0.1%
496,352
-7,500
134
$48.2M 0.1%
2,306,223
-528,345
135
$47.4M 0.1%
1,094,467
+1,087,125
136
$46.3M 0.1%
589,137
-20,955
137
$46.3M 0.1%
+2,581,006
138
$46.2M 0.1%
883,873
-20,665
139
$45.7M 0.1%
4,331,686
-24,740
140
$44.1M 0.09%
2,090,500
-44,630
141
$43.4M 0.09%
593,728
-22,519
142
$43.1M 0.09%
257,402
+111,498
143
$42.8M 0.09%
1,961,870
-76,465
144
$42.7M 0.09%
791,330
+27,505
145
$41.8M 0.09%
1,123,180
-15,324
146
$41.6M 0.09%
2,826,026
-83,462
147
$41.1M 0.09%
1,934,077
+1,738,276
148
$41.1M 0.09%
593,431
+255,956
149
$41M 0.09%
1,521,375
+22,280
150
$40.7M 0.09%
1,130,100
+138,260