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

Top Buys

1
+$338M
2
+$278M
3
+$94.2M
4
COF icon
Capital One
COF
+$85.3M
5
LYG icon
Lloyds Banking Group
LYG
+$68.4M

Top Sells

1
+$271M
2
+$182M
3
+$118M
4
BAC icon
Bank of America
BAC
+$118M
5
BCS icon
Barclays
BCS
+$77.9M

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
151
$44.1M 0.08%
741,259
+3,757
152
$44M 0.08%
866,056
-37,962
153
$43.5M 0.08%
1,052,810
+46,080
154
$43.1M 0.08%
684,042
-9,352
155
$43M 0.08%
898,824
+19,488
156
$42.8M 0.08%
8,481,838
-22,470
157
$42.5M 0.08%
2,249,482
+13,490
158
$42.4M 0.08%
541,587
+4,260
159
$42.4M 0.08%
508,660
-7,468
160
$41.9M 0.07%
780,537
+9,429
161
$41.6M 0.07%
2,563,320
+18,090
162
$41.3M 0.07%
753,154
-9,257
163
$41M 0.07%
695,004
+414,672
164
$39.8M 0.07%
724,241
+14,029
165
$39.6M 0.07%
1,844,230
+22,030
166
$39.1M 0.07%
697,696
+11,911
167
$38.6M 0.07%
1,064,074
+15,742
168
$38.3M 0.07%
290,778
+75,528
169
$38.3M 0.07%
2,235,361
+46,189
170
$38.3M 0.07%
347,349
+203,921
171
$37.4M 0.07%
798,814
+2,830
172
$36.8M 0.07%
1,262,365
+150,516
173
$35.9M 0.06%
831,630
+11,825
174
$35.8M 0.06%
720,796
+21,525
175
$35.8M 0.06%
1,824,643
+22,225
5 6
7
8 9