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
51
$1.01B 0.57%
11,099,301
+229,119
52
$1.01B 0.57%
18,331,350
+328,725
53
$991M 0.56%
15,570,212
+680,208
54
$987M 0.56%
4,488,276
-132,786
55
$943M 0.53%
22,918,994
-4,142,448
56
$939M 0.53%
9,694,131
+26,735
57
$930M 0.53%
9,587,176
-19,622
58
$929M 0.53%
35,523,668
+1,388,676
59
$927M 0.53%
4,835,827
+183,584
60
$927M 0.53%
2,586,697
-244,887
61
$925M 0.52%
9,668,678
+150,772
62
$897M 0.51%
25,842,406
+1,685,548
63
$881M 0.5%
32,165,489
-944,344
64
$865M 0.49%
7,221,234
+54,149
65
$845M 0.48%
9,229,790
+512,404
66
$828M 0.47%
11,529,017
-620,664
67
$802M 0.45%
14,942,718
+1,986,749
68
$773M 0.44%
58,681,822
+1,807,934
69
$753M 0.43%
1,346,963
-23,675
70
$718M 0.41%
37,965,603
+281,849
71
$717M 0.41%
12,996,778
+447,212
72
$711M 0.4%
5,501,736
-547,978
73
$711M 0.4%
18,369,997
+737,209
74
$691M 0.39%
55,629,189
-5,089,271
75
$687M 0.39%
12,910,120
+897,751