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
776
$483K ﹤0.01%
1,793
-365
777
$482K ﹤0.01%
3,402
+1,285
778
$481K ﹤0.01%
1,816
+450
779
$481K ﹤0.01%
7,720
780
$464K ﹤0.01%
7,650
+2,250
781
$464K ﹤0.01%
5,583
782
$458K ﹤0.01%
54,882
783
$454K ﹤0.01%
24,988
-14,920
784
$454K ﹤0.01%
7,973
+526
785
$453K ﹤0.01%
4,229
-306
786
$451K ﹤0.01%
+6,589
787
$444K ﹤0.01%
36,208
788
$442K ﹤0.01%
4,673
-21,007
789
$440K ﹤0.01%
2,512
+523
790
$433K ﹤0.01%
+16,075
791
$433K ﹤0.01%
6,384
-229
792
$432K ﹤0.01%
+41,490
793
$422K ﹤0.01%
5,996
-1,000
794
$420K ﹤0.01%
2,415
+734
795
$418K ﹤0.01%
4,249
+94
796
$416K ﹤0.01%
5,015
+754
797
$414K ﹤0.01%
9,240
-1,061
798
$406K ﹤0.01%
4,573
-591
799
$405K ﹤0.01%
4,321
+446
800
$403K ﹤0.01%
23,505
+8,157