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
176
$41.5M 0.06%
438,701
+3,044
177
$40.6M 0.06%
747,645
+4,304
178
$39.9M 0.05%
650,319
-26,257
179
$38.5M 0.05%
1,030,761
+54,516
180
$38.5M 0.05%
1,245,718
-2,925
181
$38.4M 0.05%
1,816,082
+63,772
182
$38.1M 0.05%
1,725,151
+6,728
183
$37.8M 0.05%
1,064,772
+3,186
184
$37.5M 0.05%
477,097
+2,148
185
$37.4M 0.05%
597,760
+38,205
186
$37.4M 0.05%
3,087,935
+41,774
187
$37.2M 0.05%
579,407
+14,806
188
$37M 0.05%
2,329,686
+589,439
189
$36.9M 0.05%
1,365,876
+964,809
190
$36.7M 0.05%
836,748
+12,960
191
$36.6M 0.05%
716,346
+7,306
192
$35.3M 0.05%
531,211
-1,580
193
$34.9M 0.05%
687,250
+936
194
$34.8M 0.05%
3,850,704
-185,854
195
$33.8M 0.05%
+461,712
196
$33.6M 0.05%
959,182
+86,720
197
$33.4M 0.05%
358,606
+3,345
198
$33.1M 0.05%
1,052,319
+1,034,488
199
$33M 0.05%
669,543
+120
200
$32.4M 0.04%
1,794,430
-23,775