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
626
$354K ﹤0.01%
10,982
-409
627
$352K ﹤0.01%
7,562
-1,287
628
$351K ﹤0.01%
5,878
-4,243
629
$348K ﹤0.01%
5,020
-1,356
630
$345K ﹤0.01%
28,898
+14,751
631
$344K ﹤0.01%
3,468
+1,393
632
$342K ﹤0.01%
17,342
633
$342K ﹤0.01%
7,251
-1,138
634
$342K ﹤0.01%
7,937
+3,033
635
$341K ﹤0.01%
5,315
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$334K ﹤0.01%
8,086
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3,203
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$331K ﹤0.01%
3,445
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640
$329K ﹤0.01%
10,317
+1,166
641
$326K ﹤0.01%
7,412
-2,170
642
$321K ﹤0.01%
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643
$316K ﹤0.01%
12,072
+31
644
$313K ﹤0.01%
12,320
-1,600
645
$311K ﹤0.01%
22,430
-1,510
646
$305K ﹤0.01%
17,442
+1,986
647
$301K ﹤0.01%
9,060
-3,860
648
$294K ﹤0.01%
6,657
+25
649
$291K ﹤0.01%
1,614
-312
650
$288K ﹤0.01%
+21,614