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
451
$1.19M ﹤0.01%
10,991
+7,808
452
$1.19M ﹤0.01%
20,243
+777
453
$1.11M ﹤0.01%
75,428
-39
454
$1.1M ﹤0.01%
12,461
455
$1.07M ﹤0.01%
26,011
+1,028
456
$1.07M ﹤0.01%
13,593
+8,987
457
$1.06M ﹤0.01%
55,934
458
$1.03M ﹤0.01%
11,260
-70
459
$1.03M ﹤0.01%
3,306
+121
460
$1.03M ﹤0.01%
805
+12
461
$1.02M ﹤0.01%
46,136
462
$1.02M ﹤0.01%
19,025
463
$1.01M ﹤0.01%
39,473
+17,702
464
$1.01M ﹤0.01%
2,113
+63
465
$1M ﹤0.01%
413,527
+49,457
466
$976K ﹤0.01%
66,000
+3,100
467
$961K ﹤0.01%
19,119
-26
468
$933K ﹤0.01%
20,752
+727
469
$912K ﹤0.01%
+40,000
470
$908K ﹤0.01%
10,726
+360
471
$899K ﹤0.01%
14,911
+5,283
472
$892K ﹤0.01%
14,855
+824
473
$866K ﹤0.01%
18,517
474
$862K ﹤0.01%
4,228
-627
475
$859K ﹤0.01%
140,191
+56,941
17 18
19
20 21