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
476
$851K ﹤0.01%
57,338
+128
477
$845K ﹤0.01%
13,069
+5,706
478
$835K ﹤0.01%
17,237
+7,259
479
$830K ﹤0.01%
17,569
-253
480
$817K ﹤0.01%
15,426
+1,424
481
$808K ﹤0.01%
7,369
+91
482
$787K ﹤0.01%
24,682
-356,621
483
$776K ﹤0.01%
17,286
+2,032
484
$745K ﹤0.01%
+7,683
485
$739K ﹤0.01%
3,404
+31
486
$734K ﹤0.01%
20,747
+14
487
$721K ﹤0.01%
8,809
-501
488
$711K ﹤0.01%
4,449
+151
489
$702K ﹤0.01%
15,025
-4,168
490
$697K ﹤0.01%
5,543
+615
491
$695K ﹤0.01%
14,852
+4,866
492
$668K ﹤0.01%
53,968
+21,268
493
$641K ﹤0.01%
16,963
494
$631K ﹤0.01%
+31,055
495
$616K ﹤0.01%
3,814
-1,305
496
$602K ﹤0.01%
17,978
+6,543
497
$580K ﹤0.01%
17,058
-822
498
$578K ﹤0.01%
6,063
+1,946
499
$573K ﹤0.01%
135,695
500
$565K ﹤0.01%
4,438
-2,663