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
326
$4.19M 0.01%
128,768
+22,058
327
$4.13M 0.01%
80,300
328
$4.12M 0.01%
428,370
+6,514
329
$4.09M 0.01%
142,086
+21,799
330
$4.05M 0.01%
239,587
+42,167
331
$4.04M 0.01%
203,450
+32,574
332
$4.04M 0.01%
76,939
333
$4.03M 0.01%
141,882
+23,673
334
$3.93M 0.01%
276,472
+44,610
335
$3.92M 0.01%
+42,386
336
$3.88M 0.01%
176,799
+31,676
337
$3.88M 0.01%
89,775
338
$3.87M 0.01%
66,507
+14,975
339
$3.84M 0.01%
76,006
+12,460
340
$3.83M 0.01%
379,737
+27,343
341
$3.8M 0.01%
206,650
+39,042
342
$3.75M 0.01%
37,146
+1,626
343
$3.72M 0.01%
54,173
+5,896
344
$3.72M 0.01%
+125,013
345
$3.71M 0.01%
226,997
+35,904
346
$3.7M 0.01%
107,492
+17,784
347
$3.68M 0.01%
96,216
+14,805
348
$3.67M 0.01%
78,950
+4,840
349
$3.66M 0.01%
474,498
+78,303
350
$3.65M 0.01%
117,490
-1,894