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
326
$8.32M 0.01%
124,677
-1,525
327
$8.28M 0.01%
336,027
-23,245
328
$8.23M 0.01%
178,585
-25,397
329
$8.17M 0.01%
90,299
+120
330
$8.01M 0.01%
323,798
+14,642
331
$7.96M 0.01%
51,150
+29,422
332
$7.92M 0.01%
128,586
-527
333
$7.78M 0.01%
241,000
-298
334
$7.66M 0.01%
102,234
+4,697
335
$7.66M 0.01%
70,587
-1,165
336
$7.6M 0.01%
146,616
+5,770
337
$7.55M 0.01%
82,078
+57,703
338
$7.26M 0.01%
668,232
-66,590
339
$7.24M 0.01%
123,343
+7,073
340
$7.18M 0.01%
66,191
+3,748
341
$7.17M 0.01%
1,077,977
+20
342
$7.16M 0.01%
448,284
+51,941
343
$7.08M 0.01%
156,859
+43
344
$6.96M 0.01%
704,785
+52,648
345
$6.89M 0.01%
104,661
-3
346
$6.84M 0.01%
197,558
347
$6.84M 0.01%
+414,484
348
$6.82M 0.01%
658,573
+61,711
349
$6.8M 0.01%
377,169
+53,368
350
$6.74M 0.01%
72,740
+984