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
651
$282K ﹤0.01%
+20,000
652
$280K ﹤0.01%
1,823
+205
653
$275K ﹤0.01%
2,099
-286
654
$275K ﹤0.01%
+1,639
655
$272K ﹤0.01%
+1,434
656
$271K ﹤0.01%
+2,442
657
$270K ﹤0.01%
6,041
-213
658
$266K ﹤0.01%
7,233
+35
659
$262K ﹤0.01%
2,948
-758
660
$259K ﹤0.01%
1,927
-739
661
$256K ﹤0.01%
+40,500
662
$253K ﹤0.01%
4,834
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663
$247K ﹤0.01%
+4,788
664
$245K ﹤0.01%
+15,000
665
$242K ﹤0.01%
+5,593
666
$240K ﹤0.01%
17,889
+20
667
$240K ﹤0.01%
+2,806
668
$238K ﹤0.01%
2,535
+64
669
$238K ﹤0.01%
17,425
-2,264
670
$238K ﹤0.01%
3,480
-1,064
671
$237K ﹤0.01%
3,244
+36
672
$237K ﹤0.01%
+5,555
673
$229K ﹤0.01%
1,164
-33
674
$229K ﹤0.01%
7,200
-75
675
$226K ﹤0.01%
11,039
-11,088