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
376
$12.2M 0.01%
341,136
+9,701
377
$12.1M 0.01%
107,189
+1,415
378
$11.9M 0.01%
385,756
-4,155
379
$11.9M 0.01%
1,547,417
+59,964
380
$11.8M 0.01%
256,604
-9,030,795
381
$11.8M 0.01%
120,474
+40,987
382
$11.7M 0.01%
107,944
-18,263
383
$11.7M 0.01%
112,363
+20,000
384
$11.6M 0.01%
113,488
+7,583
385
$11.5M 0.01%
222,460
-85,488
386
$11.5M 0.01%
508,104
+1,045
387
$11.5M 0.01%
278,601
+41,752
388
$11.4M 0.01%
67,023
+38,032
389
$11.3M 0.01%
76,741
-6,679
390
$11.3M 0.01%
2,834,027
391
$11.2M 0.01%
161,784
-90,785
392
$11.1M 0.01%
775,216
-904
393
$11M 0.01%
136,377
+10,061
394
$11M 0.01%
29,267
-8,000
395
$10.9M 0.01%
183,342
396
$10.8M 0.01%
4,457,282
-1,074,422
397
$10.7M 0.01%
166,670
+113,511
398
$10.6M 0.01%
69,225
-3,088,049
399
$10.6M 0.01%
234,863
400
$10.6M 0.01%
+270,333