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
351
$3.6M 0.01%
246,510
+27,112
352
$3.58M 0.01%
128,628
+21,758
353
$3.56M 0.01%
67,998
-1,554
354
$3.55M 0.01%
43,649
+26
355
$3.53M 0.01%
93,909
+9,125
356
$3.53M 0.01%
69,315
+6,999
357
$3.48M 0.01%
187,000
358
$3.46M 0.01%
26,282
-3,397
359
$3.44M 0.01%
451,690
+1,422
360
$3.44M 0.01%
736,324
+8,333
361
$3.42M 0.01%
379,680
+84,018
362
$3.41M 0.01%
74,431
+12,760
363
$3.41M 0.01%
163,384
+13,911
364
$3.39M 0.01%
293,229
+69,013
365
$3.38M 0.01%
+50,300
366
$3.37M 0.01%
552,727
+999
367
$3.37M 0.01%
42,598
+32,584
368
$3.35M 0.01%
95,711
+15,974
369
$3.35M 0.01%
218,440
+21,252
370
$3.31M 0.01%
55,264
+10,888
371
$3.23M 0.01%
86,318
+16,840
372
$3.21M 0.01%
187,116
+15,671
373
$3.18M 0.01%
68,354
+7,793
374
$3.18M 0.01%
170,987
+23,232
375
$3.15M 0.01%
50,823
+19,817