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
$73.2B
AUM Growth
-$9.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1 +$314M
2 +$304M
3 +$300M
4
ADBE icon
Adobe
ADBE
+$276M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$217M

Sector Composition

1 Technology 17.08%
2 Financials 13.53%
3 Healthcare 12.53%
4 Consumer Discretionary 8%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.6M 0.04%
402,784
+11,316
227
$25.2M 0.03%
289,392
+2,181
228
$25.2M 0.03%
597,387
+3,907
229
$25.1M 0.03%
134,392
+56,138
230
$24.4M 0.03%
146,378
+144,876
231
$24.3M 0.03%
242,724
+114,078
232
$24.1M 0.03%
151,195
-11,029
233
$24M 0.03%
1,156,913
-6,230
234
$23.8M 0.03%
5,965,897
+49,125
235
$23.7M 0.03%
1,925,448
+37,533
236
$23.6M 0.03%
12,288,845
+1,700,096
237
$23.6M 0.03%
289,908
+10,324
238
$23.5M 0.03%
377,638
+4,407
239
$23.1M 0.03%
476,020
+6,335
240
$22.9M 0.03%
375,600
-154,056
241
$22.8M 0.03%
250,236
+16,420
242
$22.8M 0.03%
248,761
+3,383
243
$22.6M 0.03%
949,136
-5,780
244
$22.5M 0.03%
174,578
+6,849
245
$22.2M 0.03%
2,712,502
+20,611
246
$22.1M 0.03%
105,678
+41,647
247
$21.9M 0.03%
341,865
+18,430
248
$20M 0.03%
230,108
+75,416
249
$19.8M 0.03%
236,948
-9,464
250
$19.8M 0.03%
317,650
+4,015