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
501
$1.59M ﹤0.01%
47,349
502
$1.59M ﹤0.01%
65,393
-39
503
$1.58M ﹤0.01%
180,663
504
$1.53M ﹤0.01%
5
505
$1.47M ﹤0.01%
12,572
-2,594
506
$1.47M ﹤0.01%
43,669
507
$1.44M ﹤0.01%
+100,912
508
$1.4M ﹤0.01%
215,607
-22,915
509
$1.39M ﹤0.01%
20,384
-316
510
$1.36M ﹤0.01%
47,091
-84
511
$1.34M ﹤0.01%
122,477
+14,994
512
$1.32M ﹤0.01%
5,297
-297
513
$1.31M ﹤0.01%
41,341
+5,814
514
$1.3M ﹤0.01%
+80,887
515
$1.28M ﹤0.01%
52,573
516
$1.27M ﹤0.01%
108,350
517
$1.27M ﹤0.01%
30,261
-29,843
518
$1.26M ﹤0.01%
88,256
519
$1.23M ﹤0.01%
41,943
+20
520
$1.18M ﹤0.01%
9,286
-69
521
$1.18M ﹤0.01%
56,062
-1,111
522
$1.18M ﹤0.01%
215,721
523
$1.15M ﹤0.01%
30,957
524
$1.14M ﹤0.01%
84,017
525
$1.14M ﹤0.01%
+32,850
19 20
21
22 23