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
851
$312K ﹤0.01%
11,398
-1,138
852
$311K ﹤0.01%
2,318
-125
853
$311K ﹤0.01%
7,108
+1,200
854
$305K ﹤0.01%
+8,269
855
$303K ﹤0.01%
1,291
+409
856
$302K ﹤0.01%
18,195
-1,643
857
$299K ﹤0.01%
2,484
-392
858
$298K ﹤0.01%
+6,091
859
$296K ﹤0.01%
+5,835
860
$290K ﹤0.01%
+8,152
861
$290K ﹤0.01%
+14,189
862
$289K ﹤0.01%
3,823
-772
863
$289K ﹤0.01%
4,240
-169
864
$287K ﹤0.01%
655
-40,677
865
$286K ﹤0.01%
6,626
-2,290
866
$283K ﹤0.01%
3,691
+817
867
$282K ﹤0.01%
8,878
868
$281K ﹤0.01%
7,133
+238
869
$281K ﹤0.01%
+15,852
870
$281K ﹤0.01%
8,460
-8,082
871
$273K ﹤0.01%
+1,401
872
$271K ﹤0.01%
3,977
+1,005
873
$270K ﹤0.01%
+4,559
874
$268K ﹤0.01%
+5,663
875
$265K ﹤0.01%
9,282
+47