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
426
$3.19M ﹤0.01%
29,003
427
$3.16M ﹤0.01%
76,410
428
$3.14M ﹤0.01%
21,970
-42
429
$3.09M ﹤0.01%
+70,708
430
$3.02M ﹤0.01%
57,413
+49,835
431
$3.01M ﹤0.01%
71,792
432
$2.98M ﹤0.01%
+66,345
433
$2.88M ﹤0.01%
28,086
+535
434
$2.88M ﹤0.01%
80,190
+62,300
435
$2.86M ﹤0.01%
122,983
+110
436
$2.8M ﹤0.01%
29,834
+794
437
$2.74M ﹤0.01%
85,907
438
$2.73M ﹤0.01%
62,489
+3,187
439
$2.68M ﹤0.01%
24,598
+133
440
$2.6M ﹤0.01%
104,699
+1,400
441
$2.58M ﹤0.01%
52,913
442
$2.56M ﹤0.01%
+47,339
443
$2.52M ﹤0.01%
85,354
+22,933
444
$2.51M ﹤0.01%
75,436
+61,078
445
$2.5M ﹤0.01%
74,224
+3,546
446
$2.49M ﹤0.01%
25,516
-10
447
$2.48M ﹤0.01%
77,233
+61,214
448
$2.46M ﹤0.01%
19,034
-375
449
$2.44M ﹤0.01%
77,141
450
$2.43M ﹤0.01%
1,411
-19