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
926
$212K ﹤0.01%
+1,916
927
$210K ﹤0.01%
9,956
-6,250
928
$209K ﹤0.01%
5,643
+2,468
929
$207K ﹤0.01%
4,482
-268
930
$207K ﹤0.01%
6,154
+146
931
$207K ﹤0.01%
1,691
-331
932
$206K ﹤0.01%
2,959
-39,561
933
$205K ﹤0.01%
24,971
+1,130
934
$205K ﹤0.01%
+80
935
$205K ﹤0.01%
+2,227
936
$204K ﹤0.01%
+3,437
937
$204K ﹤0.01%
4,678
+2,660
938
$202K ﹤0.01%
4,733
-667
939
$202K ﹤0.01%
8,431
-117
940
$192K ﹤0.01%
17,660
+763
941
$191K ﹤0.01%
19,409
+178
942
$187K ﹤0.01%
1,376
943
$186K ﹤0.01%
5,403
944
$168K ﹤0.01%
+11,857
945
$166K ﹤0.01%
1,527
946
$164K ﹤0.01%
+17,040
947
$153K ﹤0.01%
+12,500
948
$152K ﹤0.01%
+17,000
949
$146K ﹤0.01%
+18,897
950
$145K ﹤0.01%
+19,685