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
276
$9.36M 0.02%
350,717
+181,276
277
$9.32M 0.02%
675,226
-9,854
278
$9.27M 0.02%
134,800
+73,620
279
$9.26M 0.02%
332,085
+2,630
280
$9.24M 0.02%
322,894
+1,962
281
$9.11M 0.02%
273,784
-4,541
282
$8.59M 0.02%
311,305
-9,002
283
$8.44M 0.02%
295,525
-4,766
284
$8.3M 0.02%
+481,895
285
$8.06M 0.02%
258,990
286
$8.03M 0.02%
198,688
+578
287
$7.97M 0.02%
341,484
-1,121
288
$7.88M 0.02%
32,905
-740
289
$7.69M 0.01%
416,125
-6,022
290
$7.65M 0.01%
113,145
-160
291
$7.65M 0.01%
95,408
+1,319
292
$7.52M 0.01%
221,606
+193,659
293
$7.48M 0.01%
235,148
-4,501
294
$7.36M 0.01%
111,781
+95,203
295
$7.15M 0.01%
59,014
-2,631
296
$7.11M 0.01%
98,632
-2,808
297
$7.06M 0.01%
219,110
+10,190
298
$6.97M 0.01%
185,375
299
$6.96M 0.01%
33,954
+2,890
300
$6.84M 0.01%
331,162
+162