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
426
$8.07M ﹤0.01%
124,624
-196,255
427
$8.06M ﹤0.01%
209,922
+41,617
428
$7.95M ﹤0.01%
223,336
-17,073
429
$7.9M ﹤0.01%
349,266
-461,853
430
$7.9M ﹤0.01%
207,774
+25,175
431
$7.85M ﹤0.01%
106,511
+5,247
432
$7.84M ﹤0.01%
83,444
+17,656
433
$7.81M ﹤0.01%
361,000
434
$7.68M ﹤0.01%
340,627
-2,815
435
$7.66M ﹤0.01%
219,280
-6,261
436
$7.63M ﹤0.01%
160,370
-17,884
437
$7.59M ﹤0.01%
373,365
-2,236,122
438
$7.53M ﹤0.01%
157,850
-1,602,442
439
$7.46M ﹤0.01%
16,244
+1,547
440
$7.43M ﹤0.01%
546,639
+129,365
441
$7.15M ﹤0.01%
450,795
-252,122
442
$7.06M ﹤0.01%
110,255
-50,019
443
$7.05M ﹤0.01%
163,125
+11,746
444
$7.02M ﹤0.01%
+57,767
445
$6.97M ﹤0.01%
118,354
+4,017
446
$6.96M ﹤0.01%
61,827
-179
447
$6.78M ﹤0.01%
272,000
+58,000
448
$6.67M ﹤0.01%
28,462
449
$6.63M ﹤0.01%
45,311
-938
450
$6.59M ﹤0.01%
134,317
+30,696