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
601
$1.77M ﹤0.01%
65,709
+4,417
602
$1.77M ﹤0.01%
13,751
-3,734
603
$1.76M ﹤0.01%
10,732
+1,836
604
$1.75M ﹤0.01%
69,064
+13,963
605
$1.75M ﹤0.01%
60,577
606
$1.74M ﹤0.01%
15,214
-368
607
$1.73M ﹤0.01%
32,968
+4,040
608
$1.72M ﹤0.01%
29,194
-873
609
$1.71M ﹤0.01%
72,597
-6,409
610
$1.66M ﹤0.01%
13,317
-5,097
611
$1.66M ﹤0.01%
59,370
-68,544
612
$1.65M ﹤0.01%
104,343
613
$1.65M ﹤0.01%
13,617
-3,603
614
$1.65M ﹤0.01%
34,670
-241,975
615
$1.64M ﹤0.01%
60,537
+27,628
616
$1.6M ﹤0.01%
53,860
-14,411
617
$1.6M ﹤0.01%
21,623
-1,817
618
$1.59M ﹤0.01%
48,444
619
$1.59M ﹤0.01%
116,844
+38,812
620
$1.58M ﹤0.01%
8,102
-2
621
$1.58M ﹤0.01%
32,554
622
$1.57M ﹤0.01%
86,899
+19,031
623
$1.55M ﹤0.01%
12,217
-583
624
$1.53M ﹤0.01%
10,569
+683
625
$1.52M ﹤0.01%
21,821
+8,358
23 24
25
26 27