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
151
$39.7M 0.08%
2,233,779
+1,848
152
$39.5M 0.08%
2,320,892
+1,034
153
$38.2M 0.07%
679,743
-598
154
$38.1M 0.07%
274,634
-885
155
$37.6M 0.07%
1,828,598
-2,010
156
$37.4M 0.07%
1,104,390
+1,200
157
$37.2M 0.07%
928,030
-7,200
158
$36.7M 0.07%
539,484
-58,323
159
$36.6M 0.07%
764,712
-4,694
160
$36.3M 0.07%
757,467
+1,334
161
$35.4M 0.07%
661,620
-8,607
162
$35.4M 0.07%
715,340
-29,101
163
$35.4M 0.07%
2,355,782
+538
164
$35.3M 0.07%
367,266
+1,429
165
$35.2M 0.07%
2,596,038
-3,618
166
$35M 0.07%
1,056,093
-48
167
$34.9M 0.07%
748,983
+1,136
168
$33.8M 0.07%
110,475
-1,973
169
$33.8M 0.07%
301,721
+60,420
170
$33M 0.06%
1,254,587
+10,338
171
$32.6M 0.06%
311,182
+76
172
$32.4M 0.06%
224,262
+599
173
$32M 0.06%
1,738,607
-11,805
174
$31.6M 0.06%
539,188
-434
175
$31.4M 0.06%
829,975
+8,751