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
501
$4.27M ﹤0.01%
153,192
-4,839
502
$4.24M ﹤0.01%
5,150
-218
503
$4.24M ﹤0.01%
95,529
+6,864
504
$4.22M ﹤0.01%
36,405
+8,551
505
$4.18M ﹤0.01%
171,326
-60,686
506
$4.18M ﹤0.01%
52,548
-8,876
507
$4.04M ﹤0.01%
25,094
-16,326
508
$4.02M ﹤0.01%
7,321
+332
509
$3.9M ﹤0.01%
111,534
-19,535
510
$3.88M ﹤0.01%
8,003
-918
511
$3.88M ﹤0.01%
150,272
-13,041
512
$3.81M ﹤0.01%
15,245
+217
513
$3.77M ﹤0.01%
63,951
-60,870
514
$3.76M ﹤0.01%
67,357
-62,297
515
$3.74M ﹤0.01%
29,902
-714
516
$3.71M ﹤0.01%
49,442
517
$3.7M ﹤0.01%
59,192
-962
518
$3.65M ﹤0.01%
629,661
-21,630
519
$3.6M ﹤0.01%
23,611
+7,512
520
$3.57M ﹤0.01%
72,417
+3,899
521
$3.57M ﹤0.01%
122,717
-7,903
522
$3.55M ﹤0.01%
38,165
-193,389
523
$3.49M ﹤0.01%
59,979
-8,187
524
$3.38M ﹤0.01%
205,273
-2,497
525
$3.38M ﹤0.01%
26,646
-252,184