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
701
$139K ﹤0.01%
+30,000
702
$139K ﹤0.01%
+17,016
703
$134K ﹤0.01%
+6,459
704
$102K ﹤0.01%
+21,600
705
$80K ﹤0.01%
10,421
-2,150
706
$80K ﹤0.01%
17,270
707
$78K ﹤0.01%
13,144
708
$66K ﹤0.01%
+17,840
709
$61K ﹤0.01%
+10,000
710
$51K ﹤0.01%
+14
711
$42K ﹤0.01%
+19,500
712
$27K ﹤0.01%
573
-11
713
$22K ﹤0.01%
1,629
714
$17K ﹤0.01%
+4,000
715
$4K ﹤0.01%
387,651
716
$4K ﹤0.01%
10,000
-200
717
-1,465
718
-1,113
719
-10,170
720
-21,018
721
-7,395
722
-131,442
723
-10,956
724
-18,966
725
-5,780