Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$2.46B 3.36%
18,622,097
+534,608
2
$2.43B 3.33%
32,416,540
+1,034,480
3
$2.4B 3.28%
21,267,240
-557,088
4
$2.01B 2.75%
51,065,948
+1,669,684
5
$1.97B 2.7%
19,441,789
+672,487
6
$1.83B 2.49%
44,089,567
+1,426,039
7
$1.57B 2.15%
11,483,886
+473,097
8
$1.46B 2%
11,337,653
+78,572
9
$1.42B 1.94%
7,483,471
-203,331
10
$1.38B 1.89%
26,444,980
+1,023,200
11
$1.35B 1.85%
9,546,652
+941,941
12
$1.34B 1.83%
36,229,503
+1,087,513
13
$1.26B 1.72%
14,850,946
-767,690
14
$1.18B 1.62%
27,338,574
+7,238,755
15
$1.17B 1.6%
24,959,006
+803,207
16
$1.06B 1.45%
12,844,014
+2,623,812
17
$1.05B 1.44%
5,552,831
-60,738
18
$1.02B 1.39%
10,681,552
+323,809
19
$956M 1.31%
30,787,437
+992,187
20
$950M 1.3%
10,334,800
+299,281
21
$881M 1.2%
16,890,913
+605,158
22
$787M 1.08%
4,582,792
+136,686
23
$757M 1.03%
6,851,582
+193,336
24
$740M 1.01%
12,698,152
+5,220,185
25
$696M 0.95%
16,041,052
+414,369