Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$784M
2 +$635M
3 +$599M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$376M
5
JPM icon
JPMorgan Chase
JPM
+$359M

Top Sells

1 +$510M
2 +$465M
3 +$413M
4
SLB icon
SLB Ltd
SLB
+$404M
5
PYPL icon
PayPal
PYPL
+$354M

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
901
$243K ﹤0.01%
8,813
+1,309
902
$240K ﹤0.01%
+10,672
903
$240K ﹤0.01%
7,161
-2,176
904
$236K ﹤0.01%
+11,500
905
$236K ﹤0.01%
8,904
+245
906
$233K ﹤0.01%
+1,401
907
$232K ﹤0.01%
+2,544
908
$232K ﹤0.01%
1,530
-437
909
$232K ﹤0.01%
+23,985
910
$232K ﹤0.01%
6,282
+537
911
$231K ﹤0.01%
4,259
912
$230K ﹤0.01%
+3,741
913
$230K ﹤0.01%
7,427
-595
914
$229K ﹤0.01%
13,125
+736
915
$226K ﹤0.01%
1,256
-362
916
$224K ﹤0.01%
+3,717
917
$220K ﹤0.01%
+833
918
$220K ﹤0.01%
+860
919
$219K ﹤0.01%
+4,203
920
$219K ﹤0.01%
+5,528
921
$219K ﹤0.01%
+3,196
922
$218K ﹤0.01%
993
923
$218K ﹤0.01%
+866
924
$216K ﹤0.01%
24,231
-200
925
$212K ﹤0.01%
+4,491