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
176
$31.2M 0.06%
215,946
-1,715
177
$31M 0.06%
864,783
+293,608
178
$30.3M 0.06%
5,881,639
-15
179
$29.9M 0.06%
1,430,370
+59,944
180
$29.4M 0.06%
245,460
+896
181
$29.3M 0.06%
687,604
+19,040
182
$28.8M 0.06%
2,294,143
+48,137
183
$28.7M 0.06%
483,507
-15,528
184
$28.6M 0.06%
595,274
-5,867
185
$28.5M 0.05%
321,529
+189
186
$28.1M 0.05%
805,367
+3,706
187
$27.8M 0.05%
420,313
-6,802
188
$27.6M 0.05%
554,365
-17,620
189
$27.4M 0.05%
467,226
-15,018
190
$27.3M 0.05%
693,333
191
$27.3M 0.05%
1,037,920
-28
192
$27.3M 0.05%
80,061
+603
193
$26.5M 0.05%
750,489
-66,251
194
$26.1M 0.05%
696,369
-2,134
195
$25.3M 0.05%
536,061
-7,105
196
$25.2M 0.05%
504,970
+17,624
197
$25.1M 0.05%
1,819,526
+854
198
$25M 0.05%
297,286
+68,741
199
$25M 0.05%
693,389
-155
200
$24M 0.05%
246,502
+11,099