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
176
$35.3M 0.06%
327,437
+8,000
177
$35.2M 0.06%
1,939,684
+28,730
178
$35.2M 0.06%
444,529
-1,964
179
$35.1M 0.06%
650,332
+2,225
180
$35M 0.06%
1,117,699
+53,836
181
$35M 0.06%
815,730
+242,677
182
$34.7M 0.06%
583,288
+24,784
183
$34.2M 0.06%
1,771,482
+181,064
184
$33.8M 0.06%
284,661
+11,670
185
$32.5M 0.06%
855,711
+11,843
186
$32.2M 0.06%
166,168
+122,076
187
$32.2M 0.06%
405,524
-46,202
188
$31.5M 0.06%
100,718
-1,201
189
$31.5M 0.06%
2,235,967
-26,324
190
$31.3M 0.06%
286,489
+5,088
191
$31.1M 0.06%
743,856
-6,833
192
$30.5M 0.05%
238,099
-665
193
$30.1M 0.05%
295,924
+55,490
194
$30.1M 0.05%
389,837
-14,660
195
$30M 0.05%
1,384,517
+54,697
196
$29.7M 0.05%
741,199
+29
197
$28.5M 0.05%
2,107,937
+12,368
198
$28.2M 0.05%
1,846,350
+87,030
199
$26.7M 0.05%
396,949
-3,595
200
$26.3M 0.05%
294,143
-8,082