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
701
$890K ﹤0.01%
5,192
-395
702
$881K ﹤0.01%
12,778
+6,424
703
$873K ﹤0.01%
10,755
-3,432
704
$865K ﹤0.01%
19,400
-2,245
705
$864K ﹤0.01%
31,582
706
$864K ﹤0.01%
+84,184
707
$855K ﹤0.01%
5,501
+1,881
708
$851K ﹤0.01%
31,525
-17,226
709
$846K ﹤0.01%
30,752
-2,518
710
$842K ﹤0.01%
30,292
711
$826K ﹤0.01%
7,943
-235
712
$817K ﹤0.01%
3,619
-730
713
$807K ﹤0.01%
13,327
+2,510
714
$801K ﹤0.01%
17,212
-2,990
715
$799K ﹤0.01%
9,057
-2,288
716
$798K ﹤0.01%
16,762
+3,940
717
$788K ﹤0.01%
18,764
-14,606
718
$781K ﹤0.01%
111,632
719
$779K ﹤0.01%
86,171
-7,766
720
$775K ﹤0.01%
38,485
-33,910
721
$765K ﹤0.01%
38,124
722
$765K ﹤0.01%
72,573
-4,067,618
723
$762K ﹤0.01%
45,198
+18,675
724
$759K ﹤0.01%
40,725
-81,469
725
$752K ﹤0.01%
35,317
-14,658