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
451
$2.4M ﹤0.01%
111,562
-4,603
452
$2.4M ﹤0.01%
+41,839
453
$2.4M ﹤0.01%
61,587
-11,049
454
$2.39M ﹤0.01%
21,970
-3,270
455
$2.36M ﹤0.01%
+20,208
456
$2.32M ﹤0.01%
164,551
-17,170
457
$2.3M ﹤0.01%
73,594
+21
458
$2.26M ﹤0.01%
863,017
+173,103
459
$2.24M ﹤0.01%
7,263
+34
460
$2.24M ﹤0.01%
168,082
461
$2.19M ﹤0.01%
+88,607
462
$2.16M ﹤0.01%
59,409
+5,398
463
$2.16M ﹤0.01%
54,516
+4,257
464
$2.14M ﹤0.01%
41,141
-3,148
465
$2.1M ﹤0.01%
51,801
466
$2.1M ﹤0.01%
+40,200
467
$2.1M ﹤0.01%
106,596
468
$2.07M ﹤0.01%
47,641
+270
469
$2.05M ﹤0.01%
34,285
-53
470
$2.03M ﹤0.01%
105,280
-21,119,917
471
$1.99M ﹤0.01%
223,868
-1,103
472
$1.98M ﹤0.01%
12,598
-923
473
$1.97M ﹤0.01%
27,640
-507
474
$1.97M ﹤0.01%
227,036
-13,160
475
$1.95M ﹤0.01%
10,959
+1,879