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
376
$4.92M 0.01%
20,085
-40
377
$4.88M 0.01%
91,025
378
$4.88M 0.01%
+123,855
379
$4.81M 0.01%
330,051
+30,703
380
$4.7M 0.01%
320,534
-65
381
$4.69M 0.01%
159,683
+15,731
382
$4.68M 0.01%
+31,726
383
$4.66M 0.01%
39,315
-126
384
$4.54M 0.01%
132,439
-1,357
385
$4.53M 0.01%
99,138
-7,129
386
$4.52M 0.01%
72,411
-489
387
$4.48M 0.01%
72,336
+24,590
388
$4.48M 0.01%
45,241
+41,728
389
$4.47M 0.01%
63,647
-1,890
390
$4.47M 0.01%
643,810
+114,901
391
$4.38M 0.01%
+377,408
392
$4.26M 0.01%
165,716
-22
393
$4.21M 0.01%
174,682
+7,703
394
$4.19M 0.01%
27,210
-4,678
395
$4.17M 0.01%
249,357
+208,248
396
$4.15M 0.01%
150,829
+1,841
397
$4.14M 0.01%
391,046
-17
398
$4.03M 0.01%
151,642
+15,402
399
$3.96M 0.01%
101,347
-2,301
400
$3.94M 0.01%
191,692
-837