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
401
$10.5M 0.01%
154,369
+42,305
402
$10.5M 0.01%
275,235
-154,084
403
$10.5M 0.01%
903,145
+58,063
404
$10.3M 0.01%
62,938
+994
405
$9.82M 0.01%
216,400
+28,579
406
$9.6M 0.01%
48,556
+6,000
407
$9.57M 0.01%
415,086
-3,466
408
$9.4M 0.01%
1,028,173
+940
409
$9.32M 0.01%
429,033
+91,170
410
$9.16M 0.01%
26,346
-3,105
411
$9.12M 0.01%
264,355
-38,379
412
$8.99M 0.01%
530,000
+126,000
413
$8.93M 0.01%
20,434
+350
414
$8.91M 0.01%
293,160
+2,410
415
$8.88M 0.01%
68,124
+2,578
416
$8.78M 0.01%
76,123
-364,795
417
$8.68M ﹤0.01%
1,345,319
+61,882
418
$8.66M ﹤0.01%
301,000
+92,000
419
$8.4M ﹤0.01%
31,870
+604
420
$8.26M ﹤0.01%
483,000
+47,000
421
$8.22M ﹤0.01%
399,619
-31,527
422
$8.18M ﹤0.01%
312,351
+29,000
423
$8.16M ﹤0.01%
116,841
-7,704
424
$8.14M ﹤0.01%
268,589
-5,411
425
$8.07M ﹤0.01%
511,000