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
626
$1.52M ﹤0.01%
101,087
+5,184
627
$1.5M ﹤0.01%
20,093
+5,212
628
$1.49M ﹤0.01%
51,592
+23,583
629
$1.46M ﹤0.01%
65,836
630
$1.45M ﹤0.01%
56,398
+126
631
$1.42M ﹤0.01%
16,116
-1,543
632
$1.42M ﹤0.01%
10,005
-1,254
633
$1.4M ﹤0.01%
7,134
-27,490
634
$1.39M ﹤0.01%
42,470
-5,987
635
$1.39M ﹤0.01%
3,394
-972
636
$1.36M ﹤0.01%
31,065
-5,491
637
$1.36M ﹤0.01%
28,431
-1,169
638
$1.33M ﹤0.01%
+193,132
639
$1.31M ﹤0.01%
111,664
640
$1.3M ﹤0.01%
28,236
-1,420
641
$1.3M ﹤0.01%
9,097
-1,571
642
$1.29M ﹤0.01%
36,799
643
$1.28M ﹤0.01%
41,160
644
$1.27M ﹤0.01%
70,654
645
$1.26M ﹤0.01%
14,694
-492
646
$1.26M ﹤0.01%
53,343
+16,275
647
$1.25M ﹤0.01%
28,785
+893
648
$1.25M ﹤0.01%
81,975
649
$1.23M ﹤0.01%
8,853
-323
650
$1.23M ﹤0.01%
148,401
24 25
26
27 28