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
201
$26.1M 0.05%
72,061
+1,740
202
$25.8M 0.05%
871,948
-314,976
203
$25.5M 0.05%
428,852
+258
204
$25.4M 0.05%
633,349
+191,963
205
$24.9M 0.04%
185,206
-7,587
206
$24.6M 0.04%
341,214
+13,841
207
$24.6M 0.04%
903,311
+57,101
208
$24.5M 0.04%
347,357
-4,711
209
$24M 0.04%
611,816
+22,018
210
$24M 0.04%
492,810
-80,728
211
$23.7M 0.04%
723,288
+68,826
212
$22.5M 0.04%
476,892
-53,220
213
$21.8M 0.04%
319,867
+5,107
214
$21.6M 0.04%
253,915
+19,798
215
$21.5M 0.04%
296,865
-47,968
216
$21.4M 0.04%
384,650
+7,324
217
$21.1M 0.04%
1,285,083
218
$20.9M 0.04%
199,770
-4,358
219
$20.7M 0.04%
387,142
+12,398
220
$20.6M 0.04%
459,896
+32,240
221
$20.6M 0.04%
182,599
+114,996
222
$20M 0.04%
158,542
-20,217
223
$19.9M 0.04%
657,904
+43,700
224
$19.8M 0.04%
517,464
-18,688
225
$19.2M 0.03%
698,733
+8,110