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
476
$5.51M ﹤0.01%
36,974
+6,562
477
$5.49M ﹤0.01%
37,129
-1,014
478
$5.45M ﹤0.01%
80,161
-1,374
479
$5.44M ﹤0.01%
153,955
-26,517
480
$5.42M ﹤0.01%
77,703
-4,104
481
$5.4M ﹤0.01%
43,236
-6,133
482
$5.33M ﹤0.01%
26,932
-170,979
483
$5.3M ﹤0.01%
264,049
+40,746
484
$5.29M ﹤0.01%
69,376
+12,997
485
$5.26M ﹤0.01%
216,000
-1,235
486
$5.13M ﹤0.01%
218,173
+16,034
487
$5.12M ﹤0.01%
9,852
488
$5.08M ﹤0.01%
172,341
+14,829
489
$5.06M ﹤0.01%
509,273
-10,018
490
$5.05M ﹤0.01%
64,525
-3,119,703
491
$5.03M ﹤0.01%
112,928
-741
492
$5.01M ﹤0.01%
131,565
+5,459
493
$4.93M ﹤0.01%
166,096
+31,102
494
$4.9M ﹤0.01%
+225,000
495
$4.86M ﹤0.01%
+133,052
496
$4.83M ﹤0.01%
69,232
+2,352
497
$4.56M ﹤0.01%
155,826
+4,747
498
$4.36M ﹤0.01%
39,398
-1,079
499
$4.31M ﹤0.01%
153,773
-25,232
500
$4.3M ﹤0.01%
+117,250