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
201
$32M 0.04%
1,543,959
+12,163
202
$32M 0.04%
536,971
-62,526
203
$31.6M 0.04%
597,229
+7,167
204
$31.6M 0.04%
1,755,680
+154,300
205
$31.3M 0.04%
432,046
+4,584
206
$30.7M 0.04%
945,702
+119,429
207
$30.7M 0.04%
546,504
+8,617
208
$30.4M 0.04%
1,878,897
+54,496
209
$29.9M 0.04%
1,142,364
-328,858
210
$29.8M 0.04%
502,181
+201,706
211
$29.7M 0.04%
152,432
+2,600
212
$29.3M 0.04%
6,080,661
-1,513,815
213
$29.1M 0.04%
733,642
+5,749
214
$28.8M 0.04%
1,322,525
+12,903
215
$28.7M 0.04%
300,516
+7,845
216
$28.4M 0.04%
237,051
+107,329
217
$28.2M 0.04%
847,697
-2,598
218
$28.1M 0.04%
1,028,299
+397,677
219
$27.3M 0.04%
207,673
-12,556
220
$27.2M 0.04%
2,643,724
+38,340
221
$27.1M 0.04%
2,829,530
+24,656
222
$26.6M 0.04%
7,152,039
+10,540
223
$26.2M 0.04%
428,230
-7,871
224
$25.9M 0.04%
211,224
+50,840
225
$25.7M 0.04%
494,078
-15,165