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

Top Sells

1
+$710M
2
+$90.9M
3
+$76.3M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$47.2M
5
BMR
BIOMED REALTY TRUST INC
BMR
+$40.1M

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
76
$106M 0.2%
1,862,212
-36,862
77
$98.9M 0.19%
17,438,216
+867,965
78
$95.1M 0.18%
2,558,116
-39,453
79
$94.8M 0.18%
1,470,289
-3,364
80
$93.1M 0.18%
2,159,669
-15,704
81
$91.6M 0.18%
1,280,544
-309
82
$90.7M 0.17%
2,348,112
-4,019
83
$89.1M 0.17%
3,273,368
-176,105
84
$88.8M 0.17%
12,478,888
+1,104,337
85
$86.8M 0.17%
2,297,681
-5,944
86
$85.7M 0.17%
2,260,239
+2,258,076
87
$84.1M 0.16%
18,866,989
+6,320,992
88
$82.3M 0.16%
549,589
-4,365
89
$79.4M 0.15%
1,280,105
-32,286
90
$78.6M 0.15%
2,207,255
+17,015
91
$77.5M 0.15%
4,872,860
+20,823
92
$76.3M 0.15%
1,588,444
-6,596
93
$75.9M 0.15%
1,403,598
-10,884
94
$74.9M 0.14%
3,622,705
+961,456
95
$74.7M 0.14%
1,240,153
-8,955
96
$72.1M 0.14%
752,617
+2,585
97
$70.6M 0.14%
2,942,976
-63,922
98
$70.5M 0.14%
1,712,783
+2,270
99
$70.4M 0.14%
882,259
-853
100
$70M 0.13%
1,358,980
-18,427
2 3
4
5 6