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
301
$11M 0.02%
187,701
+8,802
302
$11M 0.02%
193,348
+47,759
303
$10.9M 0.01%
42,222
-39
304
$10.8M 0.01%
925,240
-1,367,654
305
$10.6M 0.01%
1,426,999
+14,316
306
$10.4M 0.01%
1,104,761
+225,125
307
$10.4M 0.01%
305,102
-69,292
308
$10.3M 0.01%
938,128
309
$10.1M 0.01%
1,380,396
+12,061
310
$9.88M 0.01%
98,076
-163
311
$9.74M 0.01%
83,865
+4,068
312
$9.74M 0.01%
125,779
+6,843
313
$9.56M 0.01%
319,971
+291,963
314
$9.49M 0.01%
249,112
+21,731
315
$9.42M 0.01%
224,259
+103,697
316
$9.37M 0.01%
112,571
+5,627
317
$9.31M 0.01%
162,384
+156,575
318
$9.22M 0.01%
135,725
+31,193
319
$9.07M 0.01%
83,863
+26
320
$8.97M 0.01%
105,966
+37,648
321
$8.96M 0.01%
217,140
-18
322
$8.76M 0.01%
345,427
+330,046
323
$8.62M 0.01%
1,833,072
+20,365
324
$8.47M 0.01%
332,192
-272
325
$8.33M 0.01%
153,623
-20