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
401
$3.87M 0.01%
77,024
-10,559
402
$3.85M 0.01%
132,412
+4,141
403
$3.83M 0.01%
37,964
-511
404
$3.79M 0.01%
52,929
-722
405
$3.77M 0.01%
100,994
406
$3.77M 0.01%
45,128
-469
407
$3.76M 0.01%
50,755
-2,117
408
$3.75M 0.01%
39,327
+1,776
409
$3.73M 0.01%
+44,571
410
$3.69M 0.01%
134,532
+59,718
411
$3.65M 0.01%
110,627
+69,660
412
$3.64M 0.01%
258,653
+15,520
413
$3.6M ﹤0.01%
35,122
+3,600
414
$3.56M ﹤0.01%
304,439
415
$3.55M ﹤0.01%
47,676
+46
416
$3.51M ﹤0.01%
55,651
-400
417
$3.5M ﹤0.01%
35,886
-10,114
418
$3.41M ﹤0.01%
59,962
+56,738
419
$3.35M ﹤0.01%
29,368
-5,647
420
$3.35M ﹤0.01%
113,529
+5,678
421
$3.32M ﹤0.01%
11,827
+10,747
422
$3.32M ﹤0.01%
13,279
+4,857
423
$3.3M ﹤0.01%
122,521
+7
424
$3.23M ﹤0.01%
+24,764
425
$3.2M ﹤0.01%
82,652