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
26
$689M 0.94%
6,926,072
+170,359
27
$662M 0.9%
16,697,158
+188,963
28
$657M 0.9%
14,543,137
+420,553
29
$654M 0.89%
28,405,870
+811,062
30
$653M 0.89%
8,492,349
+205,963
31
$644M 0.88%
8,830,779
+398,421
32
$633M 0.86%
11,368,884
+232,634
33
$617M 0.84%
8,324,140
+701,536
34
$604M 0.83%
48,827,266
+773,209
35
$568M 0.78%
14,965,240
+1,448,516
36
$567M 0.77%
2,783,103
+102,384
37
$546M 0.75%
41,992,260
+1,403,304
38
$541M 0.74%
5,172,101
+214,734
39
$539M 0.74%
11,282,048
+72,986
40
$530M 0.72%
5,426,978
+208,780
41
$517M 0.71%
4,755,742
+143,056
42
$495M 0.68%
37,531,858
+3,410,652
43
$472M 0.64%
44,291,190
+345,276
44
$468M 0.64%
3,416,140
+2,188,122
45
$462M 0.63%
6,898,172
+233,491
46
$460M 0.63%
9,487,110
+211,584
47
$458M 0.63%
17,691,948
+119,476
48
$444M 0.61%
3,834,527
+107,857
49
$440M 0.6%
102,466,515
+3,404,818
50
$416M 0.57%
6,322,922
-123,657