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
101
$69.8M 0.13%
1,549,926
+87,376
102
$65.8M 0.13%
1,800,274
-1,944
103
$65.2M 0.13%
2,712,948
-5,352
104
$63.8M 0.12%
1,315,809
-115
105
$61.4M 0.12%
+4,369,195
106
$59.7M 0.12%
1,319,729
+9,101
107
$58.8M 0.11%
4,040,746
+6,136
108
$58.7M 0.11%
511,562
+1,930
109
$58.3M 0.11%
1,420,836
-33,129
110
$58.2M 0.11%
3,427,086
+22,078
111
$58M 0.11%
287,191
-826
112
$57.9M 0.11%
652,800
+1,319
113
$57.4M 0.11%
4,076,441
-5,569
114
$57.3M 0.11%
2,029,100
+11,324
115
$57.3M 0.11%
8,925,003
+1,671,720
116
$57.1M 0.11%
2,152,134
+777
117
$57.1M 0.11%
563,917
+1,526
118
$57M 0.11%
2,358,437
+75,037
119
$56.4M 0.11%
869,957
+3,471
120
$56.4M 0.11%
1,086,132
-1,703
121
$56.2M 0.11%
4,665,601
+395,284
122
$56.1M 0.11%
1,102,513
+10,764
123
$55.4M 0.11%
935,104
+7,145
124
$55.3M 0.11%
1,930,712
+2,640
125
$55.2M 0.11%
2,480,063
+10,109