Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.56B 3.29%
11,903,731
+81,302
2
$1.24B 2.6%
10,356,623
+679,822
3
$1.1B 2.31%
8,297,936
-54,210
4
$1.09B 2.3%
10,448,448
+470,624
5
$1.08B 2.27%
11,381,952
+419,884
6
$998M 2.1%
42,976,636
+2,377,504
7
$975M 2.05%
18,549,738
+854,986
8
$955M 2.01%
13,150,375
+358,976
9
$934M 1.96%
33,182,543
+1,306,909
10
$808M 1.7%
6,413,046
+272,121
11
$803M 1.69%
27,761,109
+1,509,840
12
$801M 1.68%
49,329,100
+2,460,260
13
$782M 1.64%
13,577,684
+765,450
14
$756M 1.59%
14,349,596
+605,800
15
$738M 1.55%
17,687,522
+876,170
16
$735M 1.55%
9,280,660
+423,931
17
$724M 1.52%
8,441,997
+396,690
18
$718M 1.51%
39,171,163
+12,638,980
19
$695M 1.46%
13,079,575
+153,173
20
$691M 1.45%
134,527,730
+53,058,102
21
$686M 1.44%
5,417,853
+298,861
22
$677M 1.42%
8,363,864
+489,676
23
$654M 1.38%
24,371,644
+1,208,998
24
$649M 1.36%
42,229,149
+2,360,828
25
$635M 1.33%
27,483,058
+219,100