Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.69B 3.25%
49,951,940
-18,320
2
$1.43B 2.76%
12,572,937
+537,567
3
$1.23B 2.36%
10,958,034
+7,106
4
$1.19B 2.29%
45,105,956
+617,084
5
$1.15B 2.21%
14,788,702
+157,137
6
$1.12B 2.16%
8,466,178
+89,414
7
$1.11B 2.14%
10,815,964
+126,481
8
$1.04B 2.01%
34,080,476
+429,546
9
$1.03B 1.99%
18,991,418
+182,878
10
$1.01B 1.95%
18,219,161
+242,854
11
$973M 1.87%
6,515,450
+78,098
12
$924M 1.78%
13,988,359
+167,104
13
$905M 1.74%
8,615,291
+106,798
14
$816M 1.57%
11,728,523
+148,178
15
$813M 1.57%
6,548,769
+154,027
16
$793M 1.53%
13,120,622
+124,626
17
$738M 1.42%
+18,980,280
18
$738M 1.42%
5,591,134
+69,569
19
$725M 1.4%
43,092,263
+400,656
20
$700M 1.35%
24,820,038
+336,440
21
$691M 1.33%
7,365,346
-183,509
22
$675M 1.3%
19,601,922
+243,857
23
$665M 1.28%
22,894,826
-409,710
24
$641M 1.23%
28,175,836
+658,433
25
$631M 1.22%
7,944,994
+114,843