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

Top Sells

1
+$407M
2
+$227M
3
+$121M
4
FIYY
Barclays ETN+ FI Enhanced Global High Yield ETN Series B
FIYY
+$65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$62.9M

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
476
$1.92M ﹤0.01%
27,190
+1,709
477
$1.92M ﹤0.01%
143,535
478
$1.91M ﹤0.01%
82,715
+15,762
479
$1.9M ﹤0.01%
164,256
+54
480
$1.9M ﹤0.01%
31,750
+18,520
481
$1.88M ﹤0.01%
+50,349
482
$1.87M ﹤0.01%
32,987
+2,652
483
$1.84M ﹤0.01%
58,386
+19,208
484
$1.83M ﹤0.01%
+67,081
485
$1.83M ﹤0.01%
93,692
486
$1.81M ﹤0.01%
64,111
487
$1.8M ﹤0.01%
57,112
+1,012
488
$1.78M ﹤0.01%
125,295
489
$1.76M ﹤0.01%
83,777
+7,722
490
$1.74M ﹤0.01%
67,243
491
$1.7M ﹤0.01%
31,788
-266
492
$1.68M ﹤0.01%
49,136
+42
493
$1.65M ﹤0.01%
81,685
494
$1.65M ﹤0.01%
69,268
+47,375
495
$1.64M ﹤0.01%
11,829
-538
496
$1.63M ﹤0.01%
68,215
+51,858
497
$1.62M ﹤0.01%
151,224
+81
498
$1.61M ﹤0.01%
142,974
+58
499
$1.6M ﹤0.01%
24,426
+4,951
500
$1.6M ﹤0.01%
25,108
+18,925
18 19
20
21 22