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
301
$23.1M 0.01%
147,629
-82,640
302
$23M 0.01%
841,452
+1,960
303
$22.7M 0.01%
717,885
-44,553
304
$22.6M 0.01%
3,185,199
-1,139,354
305
$22.5M 0.01%
1,005,429
-995,806
306
$22.4M 0.01%
290,515
-46,022
307
$22.3M 0.01%
964,053
+671,058
308
$22.2M 0.01%
558,329
+58
309
$22.2M 0.01%
527,612
-26,033
310
$21.8M 0.01%
1,769,898
-84,780
311
$21.7M 0.01%
193,101
-17,716
312
$21.4M 0.01%
156,538
-7,625
313
$21.2M 0.01%
286,615
+1,085
314
$21M 0.01%
367,418
-5,280
315
$20.9M 0.01%
2,175,632
-63,480
316
$20.7M 0.01%
133,938
-4,242
317
$20.3M 0.01%
75,704
-8,123
318
$20.3M 0.01%
210,303
-38,031
319
$20.2M 0.01%
2,164,367
-52,611
320
$20.2M 0.01%
817,419
-53,680
321
$20.1M 0.01%
211,469
+4,418
322
$20.1M 0.01%
345,330
+48,122
323
$20M 0.01%
335,489
-3
324
$19.8M 0.01%
44,428
+10,566
325
$19.5M 0.01%
612,243
+5,606