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
826
$349K ﹤0.01%
6,022
+15
827
$345K ﹤0.01%
6,745
+60
828
$345K ﹤0.01%
12,406
829
$342K ﹤0.01%
2,489
-139
830
$341K ﹤0.01%
2,327
831
$340K ﹤0.01%
17,487
+6,485
832
$339K ﹤0.01%
8,977
+2,850
833
$338K ﹤0.01%
778
+102
834
$338K ﹤0.01%
4,068
835
$336K ﹤0.01%
2,014
-5
836
$334K ﹤0.01%
11,879
-1,831
837
$333K ﹤0.01%
4,466
+252
838
$331K ﹤0.01%
18,459
+8,459
839
$328K ﹤0.01%
9,682
+664
840
$327K ﹤0.01%
2,176
-78,953
841
$325K ﹤0.01%
2,252
-126
842
$324K ﹤0.01%
744
+152
843
$324K ﹤0.01%
15,525
+1,429
844
$319K ﹤0.01%
1,585
845
$319K ﹤0.01%
4,403
+757
846
$318K ﹤0.01%
10,370
-15,418
847
$316K ﹤0.01%
10,371
-278
848
$314K ﹤0.01%
+4,808
849
$313K ﹤0.01%
+935
850
$313K ﹤0.01%
5,305
+1,544