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
576
$244K ﹤0.01%
5,696
-39
577
$241K ﹤0.01%
+8,239
578
$241K ﹤0.01%
+19,133
579
$240K ﹤0.01%
+8,729
580
$240K ﹤0.01%
+1,808
581
$236K ﹤0.01%
+10,151
582
$235K ﹤0.01%
12,300
583
$233K ﹤0.01%
+17,808
584
$229K ﹤0.01%
+1,842
585
$225K ﹤0.01%
+20,363
586
$225K ﹤0.01%
+8,940
587
$221K ﹤0.01%
6,917
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588
$220K ﹤0.01%
+3,253
589
$218K ﹤0.01%
2,992
-93
590
$217K ﹤0.01%
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591
$216K ﹤0.01%
+10,246
592
$214K ﹤0.01%
5,348
-6,254
593
$213K ﹤0.01%
2,927
-141
594
$212K ﹤0.01%
+1,646
595
$211K ﹤0.01%
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596
$211K ﹤0.01%
+5,447
597
$209K ﹤0.01%
6,464
-281
598
$207K ﹤0.01%
+2,117
599
$204K ﹤0.01%
+2,196
600
$203K ﹤0.01%
7,800
-26,776