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
$56.3B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1 +$334M
2 +$280M
3 +$81.6M
4
NXPI icon
NXP Semiconductors
NXPI
+$78.2M
5
LYG icon
Lloyds Banking Group
LYG
+$70.8M

Top Sells

1 +$267M
2 +$175M
3 +$112M
4
CS
Credit Suisse Group
CS
+$109M
5
AXP icon
American Express
AXP
+$77.2M

Sector Composition

1 Financials 17.39%
2 Technology 14.47%
3 Healthcare 13.22%
4 Consumer Discretionary 8.36%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$61.1M 0.11%
2,141,642
+19,878
127
$61M 0.11%
3,781,669
+72,839
128
$60.8M 0.11%
4,337,537
+154,698
129
$59.5M 0.11%
505,010
-2,659
130
$57.7M 0.1%
1,469,419
-28,295
131
$57M 0.1%
7,459,611
-8,977
132
$56.7M 0.1%
1,032,287
+23,039
133
$55.1M 0.1%
427,873
+66,035
134
$55M 0.1%
2,613,882
+77,397
135
$54.4M 0.1%
578,816
+9,563
136
$54.2M 0.1%
1,314,499
+8,897
137
$54.1M 0.1%
348,515
+2,842
138
$53.9M 0.1%
408,081
+4,125
139
$52.4M 0.09%
1,224,021
+18,897
140
$51.2M 0.09%
1,880,562
+23,724
141
$50.2M 0.09%
964,711
+6,931
142
$49.9M 0.09%
679,132
+10,844
143
$49.5M 0.09%
549,765
+474,897
144
$48.9M 0.09%
529,719
+189,752
145
$48.3M 0.09%
3,277,422
+52,652
146
$47.8M 0.08%
1,807,511
+1,389
147
$47.6M 0.08%
290,416
+8,833
148
$45.4M 0.08%
526,432
+192,455
149
$45.3M 0.08%
432,117
-21,548
150
$45.1M 0.08%
698,976
+9,557