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
351
$6.73M 0.01%
93,337
+23,769
352
$6.67M 0.01%
+53,019
353
$6.61M 0.01%
+357,423
354
$6.45M 0.01%
142,822
+16,981
355
$6.42M 0.01%
327,467
+62
356
$6.33M 0.01%
173,418
+274
357
$6.28M 0.01%
465,290
358
$6.21M 0.01%
216,861
+260
359
$6.2M 0.01%
738,613
-11,062
360
$6.07M 0.01%
94,541
+11,886
361
$5.95M 0.01%
72,967
-5,586
362
$5.91M 0.01%
81,953
-770
363
$5.62M 0.01%
38,897
-3,115
364
$5.61M 0.01%
130,568
+2,827
365
$5.47M 0.01%
172,812
+64,017
366
$5.42M 0.01%
248,107
-170
367
$5.39M 0.01%
61,215
+52
368
$5.37M 0.01%
58,161
+21,975
369
$5.37M 0.01%
420,000
370
$5.32M 0.01%
177,245
+13,687
371
$5.28M 0.01%
340,201
+6,151
372
$5.26M 0.01%
87,120
+33
373
$5.19M 0.01%
174,487
-5,463
374
$5.19M 0.01%
+195,667
375
$5.13M 0.01%
238,672
-2,085