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
26
$1.53B 0.87%
40,428,060
+519,740
27
$1.51B 0.86%
5,042,438
+158,862
28
$1.47B 0.83%
3,708,166
+191,913
29
$1.46B 0.83%
9,997,630
+5,135,524
30
$1.46B 0.83%
27,345,084
+719,493
31
$1.46B 0.83%
1,981,111
-4,649,470
32
$1.45B 0.82%
2,844,543
+199,860
33
$1.44B 0.82%
22,393,699
+491,656
34
$1.4B 0.79%
2,777,211
+1,216,294
35
$1.37B 0.78%
13,338,390
+703,069
36
$1.37B 0.77%
20,765,305
+314,704
37
$1.35B 0.77%
8,004,070
+914,054
38
$1.35B 0.76%
7,946,776
+3,495,182
39
$1.34B 0.76%
14,748,083
-491,657
40
$1.3B 0.74%
2,571,077
+114,394
41
$1.29B 0.73%
4,405,396
-38,227
42
$1.27B 0.72%
1,968,209
+33,652
43
$1.18B 0.67%
41,151,981
+3,963,716
44
$1.17B 0.66%
5,742,320
+85,955
45
$1.17B 0.66%
7,488,686
+823,255
46
$1.11B 0.63%
361,353
+14,468
47
$1.1B 0.62%
19,312,865
+751,543
48
$1.09B 0.62%
6,040,758
+163,439
49
$1.08B 0.61%
3,938,991
+109,645
50
$1.08B 0.61%
15,768,000
-432,895
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