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
551
$294K ﹤0.01%
4,356
+185
552
$294K ﹤0.01%
+12,528
553
$293K ﹤0.01%
26,064
554
$291K ﹤0.01%
+46,625
555
$284K ﹤0.01%
+29,000
556
$283K ﹤0.01%
12,301
-18,904
557
$282K ﹤0.01%
11,644
+786
558
$276K ﹤0.01%
+8,082
559
$271K ﹤0.01%
3,037
+37
560
$271K ﹤0.01%
+4,071
561
$269K ﹤0.01%
4,667
-1,379
562
$265K ﹤0.01%
+1,867
563
$265K ﹤0.01%
+2,693
564
$264K ﹤0.01%
4,778
+128
565
$263K ﹤0.01%
10,242
+2,511
566
$262K ﹤0.01%
+4,500
567
$261K ﹤0.01%
1,859
+134
568
$258K ﹤0.01%
+6,087
569
$254K ﹤0.01%
1,708
+4
570
$253K ﹤0.01%
+3,773
571
$251K ﹤0.01%
+15,660
572
$251K ﹤0.01%
5,794
+50
573
$249K ﹤0.01%
+6,445
574
$247K ﹤0.01%
+1,303
575
$245K ﹤0.01%
5,129
+29