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
401
$2.49M ﹤0.01%
74,136
+46
402
$2.48M ﹤0.01%
120,217
+19,265
403
$2.43M ﹤0.01%
110,545
+200
404
$2.41M ﹤0.01%
190,581
+28,497
405
$2.39M ﹤0.01%
110,786
-3,071
406
$2.35M ﹤0.01%
32,587
+25,398
407
$2.33M ﹤0.01%
67,223
408
$2.32M ﹤0.01%
48,818
+9,786
409
$2.31M ﹤0.01%
61,880
+11,489
410
$2.28M ﹤0.01%
139,513
+32,450
411
$2.21M ﹤0.01%
243,211
+41,780
412
$2.2M ﹤0.01%
75,432
+1,026
413
$2.15M ﹤0.01%
95,157
+12,278
414
$2.08M ﹤0.01%
156,026
+33,357
415
$2.08M ﹤0.01%
38,112
+5,425
416
$2.04M ﹤0.01%
322,171
+108,704
417
$2.01M ﹤0.01%
59,037
+34,952
418
$1.99M ﹤0.01%
45,283
+1,303
419
$1.99M ﹤0.01%
17,974
+7,829
420
$1.95M ﹤0.01%
65,884
+16,702
421
$1.93M ﹤0.01%
14,063
-13
422
$1.89M ﹤0.01%
40,840
+11,489
423
$1.87M ﹤0.01%
29,962
+936
424
$1.85M ﹤0.01%
23,507
+86
425
$1.84M ﹤0.01%
47,600
-32