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
601
$202K ﹤0.01%
+3,497
602
$197K ﹤0.01%
22,742
603
$168K ﹤0.01%
36,000
604
$111K ﹤0.01%
2,724
-238
605
$106K ﹤0.01%
15,105
+3,137
606
$98K ﹤0.01%
25,336
607
$85K ﹤0.01%
+540
608
$76K ﹤0.01%
+14,794
609
$58K ﹤0.01%
1,206
610
$24K ﹤0.01%
1
611
$21K ﹤0.01%
1,110
+10
612
$17K ﹤0.01%
11,329
-5,000
613
$8K ﹤0.01%
11,000
-1,446
614
-8,301
615
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616
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617
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-50
619
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621
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622
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623
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624
-11,455
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$0 ﹤0.01%
32,917