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
651
$1.23M ﹤0.01%
17,610
-11,965
652
$1.23M ﹤0.01%
24,383
653
$1.22M ﹤0.01%
16,388
-480
654
$1.21M ﹤0.01%
24,980
-2,626
655
$1.21M ﹤0.01%
23,863
-1,546
656
$1.21M ﹤0.01%
41,152
+41,005
657
$1.21M ﹤0.01%
71,186
+37,942
658
$1.21M ﹤0.01%
23,153
+2,564
659
$1.2M ﹤0.01%
49,686
+5,622
660
$1.2M ﹤0.01%
79,828
661
$1.19M ﹤0.01%
18,750
+14,786
662
$1.16M ﹤0.01%
15,207
+1,606
663
$1.15M ﹤0.01%
+137,854
664
$1.15M ﹤0.01%
21,086
665
$1.13M ﹤0.01%
8,868
-1,232
666
$1.12M ﹤0.01%
47,909
667
$1.12M ﹤0.01%
12,095
+950
668
$1.11M ﹤0.01%
5,651
-378
669
$1.11M ﹤0.01%
30,642
670
$1.1M ﹤0.01%
14,024
+806
671
$1.09M ﹤0.01%
20,344
+3,355
672
$1.08M ﹤0.01%
+53,632
673
$1.06M ﹤0.01%
20,274
-570
674
$1.06M ﹤0.01%
7,879
-1,093
675
$1.04M ﹤0.01%
9,834
+2,245