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
601
$435K ﹤0.01%
24,779
602
$434K ﹤0.01%
3,243
-856
603
$432K ﹤0.01%
+51,488
604
$429K ﹤0.01%
9,634
+1,162
605
$425K ﹤0.01%
+4,340
606
$420K ﹤0.01%
20,760
-680
607
$419K ﹤0.01%
15,185
+10
608
$417K ﹤0.01%
+8,164
609
$408K ﹤0.01%
3,217
-939
610
$402K ﹤0.01%
17,431
611
$401K ﹤0.01%
2,421
+223
612
$390K ﹤0.01%
14,730
613
$385K ﹤0.01%
+18,726
614
$375K ﹤0.01%
+3,671
615
$375K ﹤0.01%
2,530
-50
616
$374K ﹤0.01%
3,353
+1,143
617
$370K ﹤0.01%
1,849
+27
618
$369K ﹤0.01%
31,136
+2,000
619
$369K ﹤0.01%
4,281
-312
620
$369K ﹤0.01%
35,680
-6,145
621
$367K ﹤0.01%
14,087
+981
622
$366K ﹤0.01%
+10,363
623
$362K ﹤0.01%
3,370
-697
624
$360K ﹤0.01%
5,624
+1,567
625
$356K ﹤0.01%
+16,050