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
276
$28.2M 0.02%
226,377
-4,864
277
$27.9M 0.02%
2,307,884
+903,564
278
$27.7M 0.02%
623,135
-10,619
279
$27.7M 0.02%
280,784
-41,844
280
$27.4M 0.02%
72,303
+418
281
$27.4M 0.02%
294,336
+3,450
282
$27.3M 0.02%
768,209
-279,468
283
$27.1M 0.02%
766,834
-127
284
$26.8M 0.02%
457,607
-5,429,375
285
$26.7M 0.02%
548,140
-37,777
286
$26.4M 0.02%
3,154,737
-183,671
287
$26.4M 0.02%
354,538
+2,967
288
$26.2M 0.01%
630,461
-26,023
289
$25.9M 0.01%
241,236
-9,524
290
$25.3M 0.01%
+508,944
291
$25.2M 0.01%
1,097,359
-44,920
292
$25.2M 0.01%
168,240
+3,959
293
$25.1M 0.01%
260,296
+88,067
294
$25.1M 0.01%
+2,244,483
295
$25M 0.01%
1,153,762
-213,260
296
$24.8M 0.01%
620,705
-10,701
297
$24.5M 0.01%
873,288
-25,713
298
$24.5M 0.01%
1,662,022
-2,238,927
299
$24M 0.01%
140,901
-1,270
300
$23.1M 0.01%
1,513,058
-45,706