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
76
$213M 0.29%
11,193,231
+478,645
77
$206M 0.28%
4,385,165
+84,535
78
$202M 0.28%
1,063,554
+57,752
79
$202M 0.28%
4,815,803
+297,334
80
$170M 0.23%
11,911,207
-1,841,425
81
$164M 0.22%
1,505,499
+181,233
82
$162M 0.22%
+2,764,345
83
$153M 0.21%
1,865,742
+25,879
84
$150M 0.21%
1,407,120
+2,220
85
$146M 0.2%
4,037,246
+522,731
86
$144M 0.2%
38,458,982
-916,121
87
$141M 0.19%
4,867,578
+600
88
$135M 0.18%
477,261
+1,961
89
$124M 0.17%
1,596,380
+6,501
90
$119M 0.16%
9,454,234
-397,329
91
$116M 0.16%
1,313,512
+7,808
92
$110M 0.15%
28,120,584
-2,389,298
93
$110M 0.15%
3,148,840
+197,640
94
$106M 0.15%
2,841,729
+581,366
95
$102M 0.14%
2,046,111
+149,857
96
$101M 0.14%
5,979,082
+1,895,708
97
$101M 0.14%
5,593,182
+787,545
98
$101M 0.14%
766,662
+7,374
99
$95.5M 0.13%
1,855,131
+183,544
100
$93.8M 0.13%
2,155,733
+27,128