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
176
$25.3M 0.05%
388,290
+5,250
177
$25M 0.05%
1,302,074
-102,727
178
$24.9M 0.05%
1,182,730
+501,533
179
$24.2M 0.05%
454,767
-12,745
180
$23.5M 0.05%
5,028,592
+841,157
181
$23.5M 0.05%
391,782
+25,169
182
$23.4M 0.05%
1,089,360
-4,675
183
$23.1M 0.05%
1,549,740
-94,200
184
$23M 0.05%
220,011
+14,009
185
$22.8M 0.05%
490,414
+272,170
186
$22.6M 0.05%
383,760
-975
187
$22.6M 0.05%
722,524
-37,225
188
$22.4M 0.05%
482,679
+248,994
189
$21.9M 0.05%
1,098,464
+76,299
190
$21.8M 0.05%
397,148
+91,018
191
$21.6M 0.05%
1,332,351
+186,281
192
$21.5M 0.05%
215,225
+90,875
193
$20.7M 0.04%
172,382
+9,465
194
$20M 0.04%
718,138
-650
195
$19.9M 0.04%
371,824
+161,112
196
$19.2M 0.04%
+697,620
197
$18.7M 0.04%
107,801
-3,137,719
198
$18M 0.04%
260,414
+3,144
199
$17.8M 0.04%
224,414
+33,084
200
$17.7M 0.04%
175,163
-1,554