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
526
$3.33M ﹤0.01%
7,780
+873
527
$3.31M ﹤0.01%
15,585
-2,856
528
$3.3M ﹤0.01%
36,511
+4,129
529
$3.28M ﹤0.01%
72,761
+5,645
530
$3.27M ﹤0.01%
23,102
+2,658
531
$3.27M ﹤0.01%
28,705
-3,195
532
$3.23M ﹤0.01%
86,351
+1,518
533
$3.2M ﹤0.01%
158,202
-8,453
534
$3.2M ﹤0.01%
117,382
+15,351
535
$3.19M ﹤0.01%
77,665
-15,118
536
$3.18M ﹤0.01%
133,814
+7,716
537
$3.15M ﹤0.01%
130,246
+47,054
538
$3.14M ﹤0.01%
14,193
+2,036
539
$3.11M ﹤0.01%
16,545
+2,059
540
$3.09M ﹤0.01%
7,192
+269
541
$2.95M ﹤0.01%
72,873
542
$2.95M ﹤0.01%
22,473
-4,018
543
$2.91M ﹤0.01%
26,358
-2,037,191
544
$2.88M ﹤0.01%
395,188
-69,992
545
$2.86M ﹤0.01%
19,372
-46,161
546
$2.83M ﹤0.01%
87,070
-41,277
547
$2.82M ﹤0.01%
13,297
-1,804
548
$2.67M ﹤0.01%
70,293
+27,629
549
$2.65M ﹤0.01%
18,917
-3,080
550
$2.65M ﹤0.01%
6,489
+833