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
676
$1.03M ﹤0.01%
33,215
677
$1.03M ﹤0.01%
13,682
-26
678
$1.02M ﹤0.01%
+38,554
679
$1.02M ﹤0.01%
6,672
+963
680
$1M ﹤0.01%
141,055
681
$991K ﹤0.01%
102,931
+26,327
682
$990K ﹤0.01%
4,754
+308
683
$990K ﹤0.01%
8,235
+2,461
684
$987K ﹤0.01%
24,164
+4,614
685
$977K ﹤0.01%
27,460
686
$965K ﹤0.01%
56,396
687
$940K ﹤0.01%
12,729
+8,756
688
$931K ﹤0.01%
11,022
689
$928K ﹤0.01%
13,376
+2,219
690
$927K ﹤0.01%
10,811
-497
691
$925K ﹤0.01%
3,011
+971
692
$922K ﹤0.01%
3,744
693
$920K ﹤0.01%
10,092
+6,717
694
$918K ﹤0.01%
6,065
-2,195
695
$918K ﹤0.01%
16,537
-610
696
$914K ﹤0.01%
250,345
-34,563
697
$908K ﹤0.01%
86,338
+28,277
698
$900K ﹤0.01%
6,523
-1,011
699
$896K ﹤0.01%
5,068
+50
700
$894K ﹤0.01%
23,345