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
951
$142K ﹤0.01%
13,879
-120,821
952
$140K ﹤0.01%
+12,335
953
$134K ﹤0.01%
12,646
954
$133K ﹤0.01%
10,037
-3,846
955
$128K ﹤0.01%
+13,744
956
$120K ﹤0.01%
+11,000
957
$120K ﹤0.01%
+10,000
958
$118K ﹤0.01%
+12,000
959
$116K ﹤0.01%
+15,405
960
$116K ﹤0.01%
+19,200
961
$109K ﹤0.01%
+11,600
962
$106K ﹤0.01%
+21,340
963
$106K ﹤0.01%
+11,600
964
$101K ﹤0.01%
16,406
+3,778
965
$99.8K ﹤0.01%
16,000
966
$99.3K ﹤0.01%
10,427
-1,934
967
$95.5K ﹤0.01%
110
968
$80.2K ﹤0.01%
935
969
$74.7K ﹤0.01%
2,940
970
$74.3K ﹤0.01%
5,020
-56,289
971
$69.1K ﹤0.01%
5,077
-2,504,670
972
$66.5K ﹤0.01%
1,472
+251
973
$62.7K ﹤0.01%
+25,170
974
$58.8K ﹤0.01%
+10,780
975
$53.6K ﹤0.01%
+20,000