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
726
$750K ﹤0.01%
13,454
-1,871
727
$735K ﹤0.01%
5,988
-1,193
728
$726K ﹤0.01%
3,694
-324
729
$709K ﹤0.01%
1,611
-401
730
$696K ﹤0.01%
6,711
-2,180
731
$695K ﹤0.01%
3,338
+832
732
$682K ﹤0.01%
196,517
733
$681K ﹤0.01%
9,811
-1,335
734
$675K ﹤0.01%
6,350
-244
735
$673K ﹤0.01%
6,510
+1,525
736
$669K ﹤0.01%
5,078
+2,464
737
$669K ﹤0.01%
3,536
+1,349
738
$669K ﹤0.01%
68,569
739
$663K ﹤0.01%
32,006
+16,234
740
$662K ﹤0.01%
99,189
741
$654K ﹤0.01%
2,529
+1,053
742
$648K ﹤0.01%
12,421
-13,412
743
$641K ﹤0.01%
5,709
-2
744
$636K ﹤0.01%
26,230
+16,546
745
$626K ﹤0.01%
9,171
+2,170
746
$616K ﹤0.01%
6,529
+762
747
$615K ﹤0.01%
12,346
-3,671
748
$615K ﹤0.01%
11,930
+3,136
749
$612K ﹤0.01%
12,571
-3,857
750
$610K ﹤0.01%
26,000
-391