Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

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 Quarter Est. Return
1 Year Est. Return
+24.78%
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
+$506M
2
+$486M
3
+$332M
4
BAY
BAYER AG SPONS ADR
BAY
+$287M
5
LYG icon
Lloyds Banking Group
LYG
+$273M

Top Sells

1
+$1.01B
2
+$544M
3
+$501M
4
CSE
CAPITALSOURCE INC
CSE
+$95.8M
5
PL
PROTECTIVE LIFE CORP
PL
+$80.8M

Sector Composition

1 Financials 21.32%
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
151
$40.7M 0.09%
1,130,100
+138,260
152
$40.7M 0.09%
396,033
+128,082
153
$40.2M 0.08%
6,535,656
+112,886
154
$39.5M 0.08%
1,136,349
-48,545
155
$38.7M 0.08%
354,324
-8,713
156
$38.2M 0.08%
+603,215
157
$38M 0.08%
671,182
+8,647
158
$37.8M 0.08%
545,238
-1,166,026
159
$37.5M 0.08%
866,121
-5,325
160
$37.2M 0.08%
643,260
-3,912
161
$36.3M 0.08%
1,682,324
-4,399
162
$36.2M 0.08%
1,443,155
-799,270
163
$35.3M 0.07%
294,741
-42,400
164
$34.5M 0.07%
271,206
+103,406
165
$31.7M 0.07%
1,128,411
-46,915
166
$30.4M 0.06%
2,876,100
-27,020
167
$29.9M 0.06%
1,029,943
+653,168
168
$29.7M 0.06%
884,930
-3,975
169
$28.9M 0.06%
896,169
-8,893
170
$28.5M 0.06%
607,924
-1,216
171
$28M 0.06%
88,885
+70,619
172
$27.7M 0.06%
212,959
+9,371
173
$26.7M 0.06%
1,547,736
+650,564
174
$26.6M 0.06%
533,000
-517,292
175
$26.4M 0.06%
2,172,866
-114,660
5 6
7
8 9