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
251
$37M 0.02%
188,700
-13,667
252
$36.8M 0.02%
593,768
+253,402
253
$35.7M 0.02%
3,647,674
+9,936
254
$35.6M 0.02%
1,250,472
+547,303
255
$35.1M 0.02%
235,474
-293
256
$35.1M 0.02%
869,809
-14,993
257
$34.7M 0.02%
2,009,342
+761,085
258
$34.5M 0.02%
+579,640
259
$34M 0.02%
94,908
-1,223
260
$33.8M 0.02%
68,568
-6,597
261
$33.5M 0.02%
2,379,156
+120,010
262
$33.1M 0.02%
208,353
-25,840
263
$33.1M 0.02%
1,301,324
+220,195
264
$32.4M 0.02%
508,591
-6,237
265
$32.1M 0.02%
587,545
-3,245
266
$32M 0.02%
351,456
+1,691
267
$31.1M 0.02%
101,768
-434,236
268
$31M 0.02%
1,201,975
-49,711
269
$30.6M 0.02%
303,296
-13,739
270
$30.4M 0.02%
672,991
-21,720
271
$30.3M 0.02%
164,266
-8,791
272
$30.3M 0.02%
451,368
-16,931
273
$29.8M 0.02%
175,070
+17,260
274
$29.8M 0.02%
123,106
+1,865
275
$29.2M 0.02%
113,799
-16,518