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
26
$623M 1.2%
12,030,143
+139,215
27
$608M 1.17%
4,866,696
+145,591
28
$592M 1.14%
4,709,574
-3,185
29
$572M 1.1%
13,416,220
+120,254
30
$570M 1.1%
4,579,111
+14,184
31
$564M 1.09%
29,100,560
+1,449,490
32
$534M 1.03%
5,341,365
+70,317
33
$532M 1.03%
6,906,805
+63,258
34
$500M 0.96%
16,449,962
+999,121
35
$480M 0.93%
6,071,354
+40,679
36
$473M 0.91%
30,731,024
+1,195,052
37
$469M 0.9%
9,372,982
-14,140
38
$465M 0.9%
9,225,338
+2,883
39
$450M 0.87%
12,809,492
-53,871
40
$446M 0.86%
10,383,764
+90,734
41
$421M 0.81%
15,485,889
+134,268
42
$420M 0.81%
5,386,132
-87,696
43
$417M 0.8%
11,415,110
+194,305
44
$410M 0.79%
8,839,325
+722,513
45
$382M 0.74%
10,067,180
-18,708,800
46
$374M 0.72%
85,893,218
+667,347
47
$367M 0.71%
43,812,408
+874,118
48
$360M 0.69%
7,149,529
+63,261
49
$334M 0.64%
3,101,721
+157,475
50
$321M 0.62%
2,878,857
+173,370