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
151
$51M 0.07%
1,696,808
+12,067
152
$50.7M 0.07%
2,813,874
-89,480
153
$50.6M 0.07%
247,876
-44,327
154
$49.8M 0.07%
1,332,903
-99
155
$49.4M 0.07%
587,879
-5,506
156
$49.3M 0.07%
435,671
+56,394
157
$49.2M 0.07%
294,518
+7,997
158
$48.9M 0.07%
5,910,725
-1,996,947
159
$48.5M 0.07%
745,941
+684,498
160
$48.5M 0.07%
342,019
-41,999
161
$48.3M 0.07%
5,009,018
+26,248
162
$48.1M 0.07%
686,036
+2,121
163
$47.8M 0.07%
2,483,127
+30,401
164
$47.8M 0.07%
1,283,764
+342,909
165
$47M 0.06%
543,737
+66,280
166
$47M 0.06%
979,648
+127,256
167
$46.9M 0.06%
757,100
+6,983
168
$46.6M 0.06%
1,545,219
-61,955
169
$45.9M 0.06%
769,275
+47,867
170
$45.6M 0.06%
2,780,687
+13,465
171
$44.9M 0.06%
789,789
+2,162
172
$44.7M 0.06%
467,197
+3,615
173
$42.6M 0.06%
945,619
+5,179
174
$42.1M 0.06%
651,951
+103,872
175
$41.5M 0.06%
137,952
+7,771