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
576
$2.13M ﹤0.01%
56,881
+8,138
577
$2.09M ﹤0.01%
62,804
-10
578
$2.09M ﹤0.01%
139,847
579
$2.07M ﹤0.01%
265,407
-30,420
580
$2.06M ﹤0.01%
40,884
+19,068
581
$2.03M ﹤0.01%
62,617
-7,079
582
$2.02M ﹤0.01%
99,264
583
$2.02M ﹤0.01%
7,576
-472
584
$2M ﹤0.01%
132,602
585
$1.99M ﹤0.01%
33,262
-2,563
586
$1.96M ﹤0.01%
7,487
587
$1.95M ﹤0.01%
+15,439
588
$1.94M ﹤0.01%
116,216
+15,349
589
$1.93M ﹤0.01%
46,000
-3,340
590
$1.92M ﹤0.01%
85,157
-41,630
591
$1.87M ﹤0.01%
195,721
+26,221
592
$1.87M ﹤0.01%
+33,687
593
$1.87M ﹤0.01%
65,043
+4,238
594
$1.85M ﹤0.01%
41,808
-79,937
595
$1.85M ﹤0.01%
41,457
-4,431
596
$1.82M ﹤0.01%
+164,920
597
$1.81M ﹤0.01%
305,929
-65,316
598
$1.8M ﹤0.01%
53,345
+19,545
599
$1.8M ﹤0.01%
37,146
+16,797
600
$1.78M ﹤0.01%
53,762
-5,148