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
101
$93.6M 0.13%
1,522,881
+56,467
102
$93.5M 0.13%
289,840
+23,494
103
$92M 0.13%
536,694
+963
104
$91.7M 0.13%
1,202,218
+9,362
105
$90.7M 0.12%
924,964
+2,463
106
$88.6M 0.12%
1,585,373
+8,745
107
$88.1M 0.12%
4,086,793
+14,422
108
$87.8M 0.12%
590,696
-3,501
109
$86.4M 0.12%
560,097
+58,678
110
$85.8M 0.12%
373,531
+71,850
111
$84.6M 0.12%
1,072,595
+14,584
112
$83.8M 0.11%
10,901,099
+2,332,343
113
$82M 0.11%
2,968,793
+33,705
114
$80.9M 0.11%
2,973,694
+215,833
115
$80.8M 0.11%
3,739,179
+16,259
116
$77.8M 0.11%
412,444
+90,311
117
$77M 0.11%
1,942,027
+14,996
118
$75.5M 0.1%
364,629
+3,833
119
$75.2M 0.1%
312,238
+2,382
120
$75M 0.1%
813,076
-3,274
121
$74.7M 0.1%
988,268
-10,944
122
$72.9M 0.1%
412,230
+8,247
123
$72.6M 0.1%
603,179
-57,376
124
$71M 0.1%
2,123,738
+20,409
125
$69.4M 0.09%
2,902,862
-15,128