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
276
$15.2M 0.02%
329,942
+274,133
277
$15M 0.02%
293,472
-1,875
278
$14.9M 0.02%
574,409
279
$14.5M 0.02%
330,188
+10,171
280
$14.3M 0.02%
1,250,524
+45,101
281
$14.3M 0.02%
126,382
+51,411
282
$14M 0.02%
61,000
283
$13.4M 0.02%
484,692
+342,000
284
$13.3M 0.02%
221,245
+102,159
285
$13.2M 0.02%
219,095
+1,653
286
$13M 0.02%
86,366
+2,454
287
$12.7M 0.02%
865,919
+418,581
288
$12.6M 0.02%
226,502
+105,878
289
$12.3M 0.02%
585,240
+3,077
290
$12.3M 0.02%
164,361
+22
291
$12.2M 0.02%
114,278
+24,026
292
$12M 0.02%
+231,544
293
$12M 0.02%
129,968
+4,908
294
$11.7M 0.02%
237,511
-11,003
295
$11.7M 0.02%
221,377
+145,439
296
$11.6M 0.02%
1,154,618
+468,042
297
$11.6M 0.02%
2,375,919
+1,337,336
298
$11.5M 0.02%
104,740
-7,343
299
$11.5M 0.02%
365,980
-16
300
$11.2M 0.02%
415,336
+20,932