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
$51.9B
AUM Growth
+$3.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
832
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$85.6M
3 +$61.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$61.3M
5
SSYS icon
Stratasys
SSYS
+$48M

Sector Composition

1 Financials 19.64%
2 Healthcare 14.19%
3 Technology 13.13%
4 Consumer Discretionary 7.98%
5 Industrials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$16.4M 0.03%
492,241
-8,735
227
$16.2M 0.03%
266,948
-5,597
228
$15.8M 0.03%
255,140
-5,651
229
$15.6M 0.03%
332,592
-4,219
230
$15.4M 0.03%
755,310
+424,398
231
$15.3M 0.03%
867,360
-52,000
232
$14.8M 0.03%
145,446
+28,338
233
$14.5M 0.03%
665,224
+1,276
234
$14.5M 0.03%
400,764
+10,479
235
$14.4M 0.03%
251,424
-4,155
236
$14.2M 0.03%
239,791
-3,762
237
$14.2M 0.03%
235,969
-3,890
238
$13.9M 0.03%
148,061
239
$13.7M 0.03%
197,702
-3,822
240
$13.5M 0.03%
1,278,583
-219
241
$13.4M 0.03%
158,770
+31,743
242
$13.2M 0.03%
185,037
+24,143
243
$12.9M 0.02%
165,516
-1,175
244
$12.8M 0.02%
507,141
-12,939
245
$12.7M 0.02%
423,902
-8,235
246
$12.7M 0.02%
123,635
-2,733
247
$12.7M 0.02%
134,327
+24,321
248
$12.6M 0.02%
1,312,443
-26,960
249
$12.6M 0.02%
375,416
+5,084
250
$12.4M 0.02%
175,293
-2,176