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
551
$2.64M ﹤0.01%
54,962
+1,620
552
$2.54M ﹤0.01%
43,982
+550
553
$2.51M ﹤0.01%
18,635
-6,159
554
$2.51M ﹤0.01%
572,758
+77,913
555
$2.5M ﹤0.01%
130,791
+16,611
556
$2.49M ﹤0.01%
36,049
+3,712
557
$2.48M ﹤0.01%
29,566
-7,147
558
$2.48M ﹤0.01%
21,979
-1,509
559
$2.48M ﹤0.01%
44,292
+3,277
560
$2.46M ﹤0.01%
9,629
-573
561
$2.34M ﹤0.01%
72,345
-63,449
562
$2.31M ﹤0.01%
6,323
-11
563
$2.31M ﹤0.01%
72,364
+2,131
564
$2.29M ﹤0.01%
102,137
-51,165
565
$2.29M ﹤0.01%
5,935
566
$2.29M ﹤0.01%
142,656
-27,540
567
$2.26M ﹤0.01%
178,365
568
$2.22M ﹤0.01%
84,592
-10,146
569
$2.21M ﹤0.01%
70,306
-5,381
570
$2.2M ﹤0.01%
78,248
-21,924
571
$2.19M ﹤0.01%
32,324
+151
572
$2.18M ﹤0.01%
23,769
+2,518
573
$2.17M ﹤0.01%
13,920
+1,706
574
$2.15M ﹤0.01%
228,060
-41,662
575
$2.14M ﹤0.01%
217,057
-6,268
21 22
23
24 25