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
51
$405M 0.55%
59,165,017
+5,970,639
52
$404M 0.55%
5,931,415
+76,282
53
$399M 0.54%
41,879,875
+647,262
54
$390M 0.53%
59,890,594
+454,219
55
$388M 0.53%
3,119,231
-63,358
56
$372M 0.51%
2,389,137
+76,994
57
$368M 0.5%
1,627,565
+1,218,872
58
$361M 0.49%
4,383,645
+1,640,547
59
$344M 0.47%
55,585,762
+915,754
60
$334M 0.46%
32,378,452
+121,884
61
$313M 0.43%
7,261,581
+3,831
62
$295M 0.4%
8,022,989
+321,766
63
$277M 0.38%
10,229,173
+574,975
64
$276M 0.38%
1,244,353
+6,621
65
$268M 0.37%
1,692,206
+19,098
66
$264M 0.36%
1,065,361
+67,345
67
$244M 0.33%
6,765,120
+188,432
68
$241M 0.33%
3,405,208
-73,780
69
$240M 0.33%
13,901,043
+218,698
70
$238M 0.33%
2,935,583
-45,099
71
$233M 0.32%
44,058,051
-74,196
72
$231M 0.32%
11,052,559
+640,511
73
$225M 0.31%
4,178,723
-40,554
74
$225M 0.31%
4,340,120
-106,080
75
$223M 0.3%
4,637,366
-108,786