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
$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
1
$1.77B 3.14%
14,344,697
+417,438
2
$1.66B 2.94%
39,546,820
-145,000
3
$1.38B 2.44%
10,412,287
-246,400
4
$1.29B 2.28%
45,489,236
+229,476
5
$1.28B 2.27%
10,845,620
+470
6
$1.22B 2.17%
14,764,995
-58,965
7
$1.09B 1.94%
8,480,515
+37,104
8
$1.08B 1.91%
33,555,532
+117,877
9
$1.06B 1.88%
18,374,574
+73,818
10
$932M 1.65%
6,563,642
+29,392
11
$925M 1.64%
13,894,275
-102,198
12
$882M 1.57%
28,825,155
-416,394
13
$872M 1.55%
6,364,657
+198,052
14
$845M 1.5%
13,215,734
-71,516
15
$827M 1.47%
24,924,854
-42,302
16
$812M 1.44%
20,200,840
+294,460
17
$811M 1.44%
5,613,785
+6,190
18
$810M 1.44%
8,722,317
+48,266
19
$805M 1.43%
18,189,837
-765,508
20
$749M 1.33%
19,836,361
-20,526
21
$748M 1.33%
5,429,004
+253,984
22
$727M 1.29%
8,103,484
+9,569
23
$714M 1.27%
5,430,421
+37,411
24
$675M 1.2%
10,532,878
-1,201,264
25
$664M 1.18%
9,691,241
+5,436