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
526
$1.13M ﹤0.01%
49,960
+30
527
$1.12M ﹤0.01%
17,111
+62
528
$1.11M ﹤0.01%
17,901
+9,754
529
$1.11M ﹤0.01%
19,490
530
$1.07M ﹤0.01%
59,431
531
$1.06M ﹤0.01%
20,618
-10,705
532
$1.06M ﹤0.01%
35,486
-4
533
$1.04M ﹤0.01%
406,364
-88,598,071
534
$1.04M ﹤0.01%
9,629
+654
535
$1.04M ﹤0.01%
11,364
-748
536
$1.04M ﹤0.01%
121,459
+3,342
537
$1.04M ﹤0.01%
66,274
-374
538
$1.01M ﹤0.01%
44,727
-5,015
539
$993K ﹤0.01%
18,050
+83
540
$992K ﹤0.01%
39,050
+3,590
541
$960K ﹤0.01%
55,477
-764,228
542
$960K ﹤0.01%
27,359
-250
543
$928K ﹤0.01%
6,207
+997
544
$895K ﹤0.01%
124,098
-16,793,464
545
$865K ﹤0.01%
12,214
546
$852K ﹤0.01%
24,000
-12,300
547
$843K ﹤0.01%
204,657
548
$819K ﹤0.01%
3,128
-888
549
$815K ﹤0.01%
6,097
-32
550
$814K ﹤0.01%
73,701
+8,176