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
76
$682M 0.39%
9,475,203
+200,490
77
$679M 0.39%
18,930,939
-1,345,219
78
$677M 0.38%
4,886,909
+608,830
79
$674M 0.38%
21,907,636
+326,274
80
$652M 0.37%
2,829,108
+193,853
81
$621M 0.35%
9,171,008
+239,817
82
$592M 0.34%
4,084,567
+372,793
83
$589M 0.33%
1,501,006
+109,820
84
$568M 0.32%
2,484,877
+123,988
85
$560M 0.32%
9,777,508
+116,944
86
$559M 0.32%
6,894,880
+399,294
87
$553M 0.31%
146,979,978
-7,528,165
88
$551M 0.31%
9,963,707
+172,244
89
$507M 0.29%
7,314,467
-703,324
90
$502M 0.28%
1,330,745
+234,413
91
$496M 0.28%
30,085,730
+2,116,865
92
$493M 0.28%
13,600,393
-221,437
93
$488M 0.28%
9,878,804
+631,819
94
$486M 0.28%
10,594,552
+1,029,419
95
$451M 0.26%
56,003,210
+2,933,957
96
$431M 0.24%
2,121,854
-145,279
97
$410M 0.23%
4,826,598
-21,016
98
$397M 0.23%
3,872,918
+253,120
99
$395M 0.22%
6,203,884
+261,147
100
$381M 0.22%
6,587,065
+22,409