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
376
$3.12M 0.01%
122,913
+13,267
377
$3.12M 0.01%
110,360
+13,674
378
$3.1M 0.01%
130,721
+14,076
379
$3.1M 0.01%
+107,900
380
$3.09M 0.01%
284,879
+44,917
381
$3.06M 0.01%
139,084
+10,907
382
$3.04M 0.01%
122,517
+10,601
383
$2.94M 0.01%
135,345
+12,177
384
$2.94M 0.01%
26,929
+99
385
$2.93M 0.01%
170,801
+40,526
386
$2.9M 0.01%
168,654
-1,126
387
$2.89M 0.01%
107,817
+14,995
388
$2.82M 0.01%
298,816
+63,788
389
$2.79M 0.01%
169,441
+25,762
390
$2.79M 0.01%
147,275
+35,152
391
$2.78M 0.01%
118,689
+13,627
392
$2.77M 0.01%
302,312
+43,592
393
$2.77M 0.01%
124,143
+9,627
394
$2.77M 0.01%
56,700
395
$2.76M 0.01%
164,838
+21,075
396
$2.71M 0.01%
164,573
+15,882
397
$2.68M 0.01%
72,885
-15,454
398
$2.67M 0.01%
67,999
399
$2.6M 0.01%
69,343
+17,867
400
$2.5M ﹤0.01%
117,715
-15,553