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
251
$19.7M 0.03%
409,549
-6,805
252
$19.3M 0.03%
718,553
+588,330
253
$19.1M 0.03%
562,626
-11,365
254
$19M 0.03%
598,456
+1,919
255
$18.9M 0.03%
291,626
+1,555
256
$18.4M 0.03%
374,269
-590
257
$18.1M 0.02%
202,570
-482
258
$17.9M 0.02%
353,291
+66,240
259
$17.9M 0.02%
5,350,800
-105,360
260
$17.8M 0.02%
5,229,470
261
$17.7M 0.02%
374,103
-17,411
262
$17.7M 0.02%
133,821
+8,636
263
$17.2M 0.02%
301,759
-362,874
264
$17M 0.02%
5,693,735
-363,172
265
$16.8M 0.02%
631,571
+103,631
266
$16.4M 0.02%
357,272
-48
267
$16.2M 0.02%
245,662
+8,745
268
$15.8M 0.02%
154,428
+5,782
269
$15.8M 0.02%
187,794
+7,109
270
$15.8M 0.02%
647,308
271
$15.7M 0.02%
454,143
+129,021
272
$15.5M 0.02%
265,337
+13,342
273
$15.4M 0.02%
141,887
-7,029
274
$15.3M 0.02%
428,692
-1,149
275
$15.2M 0.02%
461,007
-852