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
751
$604K ﹤0.01%
12,633
-12,411
752
$604K ﹤0.01%
4,911
-472
753
$603K ﹤0.01%
2,505
+713
754
$594K ﹤0.01%
12,522
-2,708
755
$593K ﹤0.01%
+3,403
756
$586K ﹤0.01%
+2,990
757
$572K ﹤0.01%
6,213
+3,392
758
$570K ﹤0.01%
11,435
-1,585
759
$568K ﹤0.01%
20,744
+3,334
760
$567K ﹤0.01%
6,572
+1,160
761
$565K ﹤0.01%
20,538
762
$563K ﹤0.01%
11,699
-1,792
763
$563K ﹤0.01%
9,588
-538
764
$546K ﹤0.01%
+1,685
765
$543K ﹤0.01%
9,910
-409
766
$543K ﹤0.01%
1,916
+650
767
$541K ﹤0.01%
1,179
-76
768
$526K ﹤0.01%
3,465
+388
769
$517K ﹤0.01%
4,740
+1,134
770
$508K ﹤0.01%
+16,052
771
$505K ﹤0.01%
1,463
-3,507
772
$495K ﹤0.01%
6,586
+3,263
773
$491K ﹤0.01%
6,871
-89
774
$491K ﹤0.01%
8,148
775
$489K ﹤0.01%
+1,981