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
451
$6.58M ﹤0.01%
72,574
-11,331
452
$6.55M ﹤0.01%
100,574
+149
453
$6.46M ﹤0.01%
117,000
454
$6.43M ﹤0.01%
546,106
-38,246
455
$6.21M ﹤0.01%
37,636
-183,502
456
$6.2M ﹤0.01%
39,297
+708
457
$6.18M ﹤0.01%
219,462
+97,648
458
$6.15M ﹤0.01%
57,339
-163
459
$6.06M ﹤0.01%
+453,250
460
$6.01M ﹤0.01%
23,578
-309
461
$5.99M ﹤0.01%
106,469
-11,775
462
$5.99M ﹤0.01%
145,279
-7,987
463
$5.95M ﹤0.01%
20,001
464
$5.93M ﹤0.01%
86,640
465
$5.91M ﹤0.01%
150,766
+12,982
466
$5.88M ﹤0.01%
411,215
-70,312
467
$5.86M ﹤0.01%
609,991
-10,653
468
$5.84M ﹤0.01%
154,854
-243
469
$5.83M ﹤0.01%
49,000
470
$5.82M ﹤0.01%
36,005
-1,603
471
$5.81M ﹤0.01%
48,061
-28,491
472
$5.8M ﹤0.01%
94,186
+4,978
473
$5.71M ﹤0.01%
88,204
-26,760
474
$5.65M ﹤0.01%
97,309
-147,884
475
$5.55M ﹤0.01%
165,485
-1,527,282