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
126
$54.9M 0.11%
2,537,730
-4,880
127
$54.5M 0.1%
694,048
-941
128
$53.1M 0.1%
1,728,742
+1,198,158
129
$52.8M 0.1%
706,920
-3,224
130
$51.6M 0.1%
3,133,634
+4,850
131
$51.6M 0.1%
639,099
-2,443
132
$51.4M 0.1%
1,100,325
-2,264
133
$51M 0.1%
561,969
-1,216
134
$50.4M 0.1%
1,217,941
+2,144
135
$49.4M 0.1%
2,105,158
+2,045,932
136
$48.3M 0.09%
267,962
+5,025
137
$47.4M 0.09%
769,436
+276,784
138
$46.5M 0.09%
3,380,192
-11,700
139
$45.8M 0.09%
464,292
+9,644
140
$44.5M 0.09%
795,648
+2,857
141
$44.3M 0.09%
3,593,437
+57,581
142
$43.3M 0.08%
10,073,328
+431,257
143
$42.4M 0.08%
701,761
+657
144
$42.1M 0.08%
1,325,305
-458
145
$41.5M 0.08%
516,495
+33,596
146
$41.5M 0.08%
960,010
-2,840
147
$41.2M 0.08%
+1,141,384
148
$40.6M 0.08%
464,733
+4,895
149
$40.2M 0.08%
455,509
-7,949
150
$40.1M 0.08%
6,453,160
+25,328