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
301
$6.82M 0.01%
58,425
302
$5.82M 0.01%
128,297
-2,764
303
$5.62M 0.01%
122,793
+2,239
304
$5.56M 0.01%
862,978
+155,086
305
$5.48M 0.01%
129,429
-2,246
306
$5.24M 0.01%
571,239
+176,714
307
$5.13M 0.01%
127,179
-1,045
308
$5.1M 0.01%
114,213
+19,612
309
$5M 0.01%
185,382
+33,512
310
$5M 0.01%
+208,438
311
$4.98M 0.01%
171,732
+26,031
312
$4.92M 0.01%
162,769
+79
313
$4.82M 0.01%
335,998
314
$4.82M 0.01%
119,220
+19,450
315
$4.81M 0.01%
83,837
+5,637
316
$4.61M 0.01%
135,614
+27,107
317
$4.59M 0.01%
112,560
-4,455
318
$4.51M 0.01%
41,176
+6,485
319
$4.51M 0.01%
128,886
+15,606
320
$4.46M 0.01%
484,848
+86,422
321
$4.36M 0.01%
121,933
+20,563
322
$4.36M 0.01%
120,992
+21,220
323
$4.34M 0.01%
182,622
+33,034
324
$4.22M 0.01%
53,880
+5
325
$4.22M 0.01%
164,198