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
501
$562K ﹤0.01%
9,508
502
$558K ﹤0.01%
164,202
503
$553K ﹤0.01%
+62,604
504
$548K ﹤0.01%
+47,895
505
$540K ﹤0.01%
+34,498
506
$539K ﹤0.01%
+14,124
507
$534K ﹤0.01%
10,755
508
$522K ﹤0.01%
7,729
-158
509
$520K ﹤0.01%
11,603
+2,350
510
$491K ﹤0.01%
3,137
+219
511
$490K ﹤0.01%
+7,854
512
$488K ﹤0.01%
+11,223
513
$483K ﹤0.01%
11,721
+1,808
514
$480K ﹤0.01%
5,635
+807
515
$480K ﹤0.01%
9,887
-5,860
516
$476K ﹤0.01%
6,197
+247
517
$475K ﹤0.01%
7,522
-13
518
$470K ﹤0.01%
3,374
+29
519
$466K ﹤0.01%
8,280
-27
520
$459K ﹤0.01%
5,636
+57
521
$457K ﹤0.01%
5,398
+260
522
$454K ﹤0.01%
5,905
-34
523
$449K ﹤0.01%
37,958
-79,770
524
$447K ﹤0.01%
10,438
-197
525
$434K ﹤0.01%
2,883
+844