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
251
$12.3M 0.02%
538,800
+30,375
252
$12.3M 0.02%
+511,172
253
$12.3M 0.02%
707,780
254
$12M 0.02%
122,308
-497
255
$11.8M 0.02%
232,567
+630
256
$11.7M 0.02%
112,848
-5,304
257
$11.6M 0.02%
148,326
+1,383
258
$11.5M 0.02%
213,951
-6,147
259
$11.5M 0.02%
704,574
+25,848
260
$11.3M 0.02%
355,659
+3,332
261
$11.3M 0.02%
157,579
262
$11.2M 0.02%
5,181,040
-27
263
$11M 0.02%
380,882
+17
264
$10.9M 0.02%
122,399
+360
265
$10.8M 0.02%
87,554
-70,838
266
$10.7M 0.02%
389,721
+13,104
267
$10.6M 0.02%
277,666
-5,587
268
$10.3M 0.02%
295,324
+14,038
269
$9.87M 0.02%
130,498
+29,685
270
$9.59M 0.02%
279,500
271
$9.55M 0.02%
120,327
+407
272
$9.48M 0.02%
361,906
+302,934
273
$9.46M 0.02%
184,456
+146,030
274
$9.46M 0.02%
220,496
-4,041
275
$9.4M 0.02%
+277,643