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
126
$66.5M 0.09%
2,265,430
+1,494,890
127
$65.5M 0.09%
1,727,901
+10,896
128
$65.5M 0.09%
2,770,524
-85,435
129
$65.2M 0.09%
1,461,020
+495
130
$63.9M 0.09%
1,052,049
+128,184
131
$63.6M 0.09%
1,722,098
+156,042
132
$63.4M 0.09%
3,321,909
+18,369
133
$63.1M 0.09%
1,272,638
+15,359
134
$62.5M 0.09%
1,233,001
+353,920
135
$62.5M 0.09%
1,683,755
+322,358
136
$62.3M 0.09%
681,961
+3,472
137
$61.5M 0.08%
2,231,361
+35,282
138
$60.1M 0.08%
258,795
+2,443
139
$60.1M 0.08%
1,235,132
+110,580
140
$59.9M 0.08%
3,264,810
+19,084
141
$57.4M 0.08%
2,392,128
+270,990
142
$57.3M 0.08%
1,070,740
+17,137
143
$56.7M 0.08%
1,791,870
-90,414
144
$56.5M 0.08%
3,554,888
+25,315
145
$54.3M 0.07%
538,471
+26,138
146
$53.5M 0.07%
1,686,726
-146,125
147
$52.9M 0.07%
2,854,690
+13,688
148
$52.9M 0.07%
403,431
+22,474
149
$52.3M 0.07%
133,223
+8,016
150
$52.3M 0.07%
3,226,328
+14,285