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

Top Sells

1
+$710M
2
+$90.9M
3
+$76.3M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$47.2M
5
BMR
BIOMED REALTY TRUST INC
BMR
+$40.1M

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
426
$1.84M ﹤0.01%
53,995
+5
427
$1.79M ﹤0.01%
68,720
-11,966
428
$1.78M ﹤0.01%
70,576
-352
429
$1.63M ﹤0.01%
+64,206
430
$1.61M ﹤0.01%
20,952
+548
431
$1.61M ﹤0.01%
14,818
+323
432
$1.6M ﹤0.01%
18,222
+2,692
433
$1.58M ﹤0.01%
8
-2
434
$1.55M ﹤0.01%
20,340
-211,336
435
$1.53M ﹤0.01%
17,694
+787
436
$1.5M ﹤0.01%
125,707
437
$1.49M ﹤0.01%
100,700
438
$1.48M ﹤0.01%
183,185
+29,363
439
$1.48M ﹤0.01%
37,843
+33
440
$1.46M ﹤0.01%
67,183
+9,615
441
$1.45M ﹤0.01%
48,981
+10,421
442
$1.45M ﹤0.01%
27,002
-18,500
443
$1.39M ﹤0.01%
20,890
+1,929
444
$1.35M ﹤0.01%
+50,507
445
$1.34M ﹤0.01%
65,654
+116
446
$1.34M ﹤0.01%
7,170
+1,440
447
$1.31M ﹤0.01%
17,266
+7,366
448
$1.3M ﹤0.01%
19,040
449
$1.27M ﹤0.01%
10,785
+1,941
450
$1.26M ﹤0.01%
114,669
+3,435
16 17
18
19 20