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
576
$615K ﹤0.01%
4,033
+903
577
$614K ﹤0.01%
35,744
578
$608K ﹤0.01%
7,945
+2,675
579
$602K ﹤0.01%
14,613
-2,628
580
$579K ﹤0.01%
59,541
581
$574K ﹤0.01%
6,649
+896
582
$573K ﹤0.01%
6,029
-241
583
$558K ﹤0.01%
21,238
+1,275
584
$556K ﹤0.01%
2,210
+247
585
$546K ﹤0.01%
3,483
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586
$537K ﹤0.01%
9,106
-1,164
587
$529K ﹤0.01%
12,786
588
$528K ﹤0.01%
29,842
589
$527K ﹤0.01%
68,888
-21,775
590
$522K ﹤0.01%
305,070
591
$501K ﹤0.01%
+5,802
592
$490K ﹤0.01%
3,477
-1,249
593
$485K ﹤0.01%
52,955
594
$472K ﹤0.01%
1,264
-14
595
$467K ﹤0.01%
2,124
-43
596
$464K ﹤0.01%
+12,149
597
$449K ﹤0.01%
73,583
598
$443K ﹤0.01%
105,425
+300
599
$442K ﹤0.01%
14,658
600
$436K ﹤0.01%
4,766
-687