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
801
$401K ﹤0.01%
3,476
+449
802
$399K ﹤0.01%
18,095
-16,115
803
$399K ﹤0.01%
5,298
+649
804
$396K ﹤0.01%
16,506
+5,524
805
$395K ﹤0.01%
3,370
+104
806
$393K ﹤0.01%
9,219
+2,290
807
$386K ﹤0.01%
43,182
808
$385K ﹤0.01%
50,762
809
$384K ﹤0.01%
1,030
+95
810
$382K ﹤0.01%
1,336
+510
811
$382K ﹤0.01%
14,126
+144
812
$380K ﹤0.01%
1,693
813
$376K ﹤0.01%
8,598
-5,612
814
$374K ﹤0.01%
2,291
+109
815
$373K ﹤0.01%
8,019
+2,250
816
$371K ﹤0.01%
15,063
+75
817
$367K ﹤0.01%
1,929
-1,352
818
$362K ﹤0.01%
+2,525
819
$361K ﹤0.01%
4,701
-1,100
820
$357K ﹤0.01%
6,741
-1,125
821
$356K ﹤0.01%
19,056
+780
822
$355K ﹤0.01%
+14,000
823
$353K ﹤0.01%
+6,806
824
$350K ﹤0.01%
1,543
+235
825
$350K ﹤0.01%
5,300
+2,241
31 32
33
34 35