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
551
$797K ﹤0.01%
38,499
+600
552
$774K ﹤0.01%
28,920
-1,330
553
$772K ﹤0.01%
14,415
-44,006
554
$751K ﹤0.01%
12,778
+2,850
555
$739K ﹤0.01%
7,659
+5,772
556
$737K ﹤0.01%
34,700
557
$733K ﹤0.01%
13,015
+7
558
$731K ﹤0.01%
5,585
+531
559
$722K ﹤0.01%
17,925
560
$720K ﹤0.01%
54,073
561
$702K ﹤0.01%
138,268
+2,268
562
$690K ﹤0.01%
4,320
+657
563
$678K ﹤0.01%
2,315
-30
564
$675K ﹤0.01%
+5,228
565
$674K ﹤0.01%
16,400
-122
566
$663K ﹤0.01%
138,217
+1,268
567
$657K ﹤0.01%
38,364
-2,029
568
$654K ﹤0.01%
16,334
+5,438
569
$652K ﹤0.01%
5,955
-1,506
570
$650K ﹤0.01%
45,501
571
$639K ﹤0.01%
10,930
+1,729
572
$637K ﹤0.01%
9,892
-399
573
$630K ﹤0.01%
24,250
+1,000
574
$620K ﹤0.01%
+22,167
575
$618K ﹤0.01%
6,250