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
326
$19.3M 0.01%
353,552
+6,369
327
$19.2M 0.01%
381,913
-417,468
328
$18.4M 0.01%
80,228
-5,502
329
$18.4M 0.01%
69,157
-193
330
$18M 0.01%
470,407
-95,690
331
$17.9M 0.01%
1,652,088
-165,721
332
$17.9M 0.01%
176,359
+884
333
$17.7M 0.01%
815,152
+46,295
334
$17.4M 0.01%
491,475
-2,898
335
$17.1M 0.01%
168,275
+2,737
336
$17.1M 0.01%
117,642
-5,426
337
$16.9M 0.01%
1,593,541
+499,825
338
$16.8M 0.01%
2,337,111
-74,488
339
$16.8M 0.01%
150,396
-9,321
340
$16.7M 0.01%
83,157
-5,241
341
$16.5M 0.01%
105,769
+13,786
342
$16.4M 0.01%
237,212
-8,342
343
$16.3M 0.01%
276,824
-5,418
344
$16.3M 0.01%
657,678
+483
345
$16M 0.01%
248,881
-13,247
346
$15.9M 0.01%
1,975,427
+72,633
347
$15.7M 0.01%
44,780
+1,711
348
$15.3M 0.01%
172,444
-2,514
349
$15.2M 0.01%
70,950
-3,990
350
$15.2M 0.01%
5,884,932
-260,530