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
526
$425K ﹤0.01%
56,007
+358
527
$423K ﹤0.01%
8,158
+2,092
528
$422K ﹤0.01%
+9,154
529
$419K ﹤0.01%
6,165
-7,177
530
$416K ﹤0.01%
4,669
531
$415K ﹤0.01%
+21,060
532
$405K ﹤0.01%
3,546
+442
533
$380K ﹤0.01%
37,826
+2,326
534
$372K ﹤0.01%
+5,214
535
$367K ﹤0.01%
2,894
+45
536
$366K ﹤0.01%
35,270
537
$364K ﹤0.01%
3,970
+716
538
$357K ﹤0.01%
+2,692
539
$349K ﹤0.01%
1,848
+242
540
$347K ﹤0.01%
40,143
+2,532
541
$345K ﹤0.01%
3,059
+882
542
$338K ﹤0.01%
13,194
+4,222
543
$334K ﹤0.01%
615
+111
544
$334K ﹤0.01%
+89,648
545
$327K ﹤0.01%
3,095
546
$320K ﹤0.01%
6,615
+315
547
$312K ﹤0.01%
+3,136
548
$305K ﹤0.01%
+3,605
549
$302K ﹤0.01%
3,051
+238
550
$300K ﹤0.01%
10,310
-7,002