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
51
$295M 0.57%
4,234,200
+43,468
52
$286M 0.55%
2,914,926
+361,745
53
$260M 0.5%
2,659,563
+127,985
54
$259M 0.5%
21,338,203
+348,541
55
$251M 0.48%
2,785,950
+162,445
56
$246M 0.47%
8,345,699
+222,280
57
$232M 0.45%
4,760,978
+177,579
58
$216M 0.42%
9,971,187
-421,006
59
$209M 0.4%
22,524,780
-2,282,970
60
$193M 0.37%
2,391,730
+77,356
61
$189M 0.36%
1,000,428
+42,822
62
$180M 0.35%
2,215,518
+189,433
63
$174M 0.34%
2,267,938
+95,249
64
$168M 0.32%
1,408,759
-5,200
65
$166M 0.32%
1,490,259
-16,263
66
$160M 0.31%
2,355,456
-37,871
67
$130M 0.25%
2,966,871
+154,957
68
$127M 0.24%
4,970,306
+73,734
69
$124M 0.24%
1,472,117
+232,709
70
$122M 0.23%
1,616,613
-3,930
71
$119M 0.23%
2,861,608
-50,677
72
$117M 0.23%
3,955,759
+80,464
73
$117M 0.22%
6,580,144
-448,069
74
$116M 0.22%
1,226,974
-497,624
75
$113M 0.22%
1,165,791
+37,086