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
676
$224K ﹤0.01%
5,160
-516
677
$223K ﹤0.01%
1,493
+102
678
$219K ﹤0.01%
+20,000
679
$219K ﹤0.01%
4,200
-313
680
$217K ﹤0.01%
968
-825
681
$216K ﹤0.01%
+6,876
682
$215K ﹤0.01%
1,611
-72
683
$215K ﹤0.01%
+4,364
684
$215K ﹤0.01%
10,421
+123
685
$214K ﹤0.01%
1,764
-2,065
686
$213K ﹤0.01%
+15,125
687
$213K ﹤0.01%
4,313
-814
688
$212K ﹤0.01%
3,486
689
$211K ﹤0.01%
+50,500
690
$208K ﹤0.01%
1,739
-686
691
$206K ﹤0.01%
+18,383
692
$202K ﹤0.01%
1,261
-128
693
$201K ﹤0.01%
+3,549
694
$201K ﹤0.01%
820
-251
695
$197K ﹤0.01%
33,897
+3,034
696
$196K ﹤0.01%
31,779
+1,929
697
$175K ﹤0.01%
+15,000
698
$174K ﹤0.01%
15,317
699
$161K ﹤0.01%
10,348
-105
700
$144K ﹤0.01%
+10,279