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
201
$17.6M 0.04%
186,905
-14,628
202
$16.8M 0.04%
232,235
+19,502
203
$16.6M 0.03%
670,110
+3,830
204
$16.5M 0.03%
1,222,860
+81,130
205
$16.3M 0.03%
130,544
+5,678
206
$16.3M 0.03%
221,764
+6,798
207
$16.1M 0.03%
326,195
-25,165
208
$15.9M 0.03%
383,301
+28,536
209
$15.9M 0.03%
385,749
+10,464
210
$15.4M 0.03%
203,247
-3,440
211
$15.4M 0.03%
229,439
+13,879
212
$15.2M 0.03%
264,286
+25,099
213
$14.9M 0.03%
176,666
+14,741
214
$14.8M 0.03%
147,338
-4,970,842
215
$14.8M 0.03%
183,617
+142
216
$14.8M 0.03%
269,754
+3,204
217
$14.2M 0.03%
403,215
-17,575
218
$14.1M 0.03%
426,225
-44,575
219
$13.9M 0.03%
375,377
-48,600
220
$13.8M 0.03%
226,412
+57,899
221
$13.3M 0.03%
183,657
+114
222
$12.8M 0.03%
176,779
+13,299
223
$12.6M 0.03%
514,440
-54,675
224
$12.4M 0.03%
263,632
+1,325
225
$12.3M 0.03%
501,384
+49,256