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
351
$15.1M 0.01%
75,661
+57
352
$15M 0.01%
172,428
-76,005
353
$14.9M 0.01%
620,180
+430,756
354
$14.7M 0.01%
346,519
+153,441
355
$14.7M 0.01%
146,012
-7,808
356
$14.3M 0.01%
70,883
+59,998
357
$14.1M 0.01%
281,566
+19,408
358
$14.1M 0.01%
151,491
+8,732
359
$14M 0.01%
211,770
+73
360
$13.9M 0.01%
709,277
+45,233
361
$13.6M 0.01%
172,652
-48,191
362
$13.6M 0.01%
131,632
+167
363
$13.6M 0.01%
487,498
+107,262
364
$13.4M 0.01%
73,987
-1,519
365
$13.3M 0.01%
606,171
+21,068
366
$13.3M 0.01%
173,633
+9,730
367
$13.3M 0.01%
217,150
+4
368
$13.1M 0.01%
292,572
+164,898
369
$12.8M 0.01%
376,309
-27,665
370
$12.6M 0.01%
344,026
+833
371
$12.5M 0.01%
64,101
-1,534
372
$12.5M 0.01%
45,751
+3,882
373
$12.4M 0.01%
378,818
+6,328
374
$12.3M 0.01%
163,710
375
$12.3M 0.01%
303,293
-2,207,956