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
$176B
AUM Growth
-$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,293
New
Increased
Reduced
Closed

Top Buys

1 +$749M
2 +$613M
3 +$592M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$367M
5
JPM icon
JPMorgan Chase
JPM
+$347M

Top Sells

1 +$3.42B
2 +$472M
3 +$415M
4
SLB icon
SLB Ltd
SLB
+$406M
5
PYPL icon
PayPal
PYPL
+$317M

Sector Composition

1 Technology 26.64%
2 Financials 10.93%
3 Healthcare 9.92%
4 Consumer Discretionary 9.41%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$47.1M 0.03%
2,246,976
+751,474
227
$45.4M 0.03%
1,237,247
-4,047
228
$45.2M 0.03%
775,466
-6,962,917
229
$45M 0.03%
+991,976
230
$44.9M 0.03%
277,105
+14,774
231
$43.6M 0.02%
1,581,353
+711,709
232
$42.6M 0.02%
2,007,569
+564,937
233
$41.9M 0.02%
484,458
-17,522
234
$41.7M 0.02%
3,010,090
-68,279
235
$41.5M 0.02%
1,008,865
+203
236
$41.4M 0.02%
202,778
-4,573
237
$41.3M 0.02%
832,454
-40,973
238
$40.6M 0.02%
3,717,971
-97,562
239
$40M 0.02%
423,013
+78,637
240
$39.9M 0.02%
707,189
-27,377
241
$39.1M 0.02%
1,928,174
+155,167
242
$39.1M 0.02%
950,923
-6,249
243
$39.1M 0.02%
2,351,841
+158,301
244
$38.9M 0.02%
2,653,323
+135,658
245
$38.6M 0.02%
877,327
-46,803
246
$38.5M 0.02%
180,334
-10,509
247
$38.5M 0.02%
592,657
-56,538
248
$38.3M 0.02%
431,463
+17,409
249
$37.7M 0.02%
2,866,143
+39,498
250
$37.6M 0.02%
699,851
-171,700