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
876
$265K ﹤0.01%
6,004
-2,238
877
$265K ﹤0.01%
543
+66
878
$264K ﹤0.01%
16,068
879
$263K ﹤0.01%
1,316
-184
880
$263K ﹤0.01%
967
-139
881
$262K ﹤0.01%
+7,806
882
$261K ﹤0.01%
+3,010
883
$261K ﹤0.01%
+1,959
884
$260K ﹤0.01%
+12,516
885
$257K ﹤0.01%
18,334
+6,984
886
$255K ﹤0.01%
+1,817
887
$254K ﹤0.01%
7,647
-2,610
888
$253K ﹤0.01%
1,492
+143
889
$252K ﹤0.01%
23,358
+10,221
890
$252K ﹤0.01%
1,286
+53
891
$251K ﹤0.01%
+1,934
892
$250K ﹤0.01%
1,061
-559
893
$248K ﹤0.01%
+3,368
894
$247K ﹤0.01%
+5,650
895
$247K ﹤0.01%
+4,987
896
$247K ﹤0.01%
8,627
-4,974
897
$247K ﹤0.01%
11,493
898
$245K ﹤0.01%
2,582
-828
899
$245K ﹤0.01%
1,217
-202
900
$243K ﹤0.01%
+12,490