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
1001
$10.1K ﹤0.01%
+285
1002
$9.8K ﹤0.01%
239
1003
$9.73K ﹤0.01%
620
-37
1004
$9.15K ﹤0.01%
+758
1005
$8.42K ﹤0.01%
170
1006
$8.01K ﹤0.01%
461
1007
$7.69K ﹤0.01%
+82,000
1008
$7.5K ﹤0.01%
+233
1009
$7.37K ﹤0.01%
+107
1010
$6.84K ﹤0.01%
313
1011
$6.78K ﹤0.01%
503
1012
$6.56K ﹤0.01%
20
1013
$5.85K ﹤0.01%
145
-20
1014
$5.7K ﹤0.01%
73
1015
$5.53K ﹤0.01%
100
-8,159
1016
$5.48K ﹤0.01%
+58
1017
$4.83K ﹤0.01%
354
+77
1018
$4.78K ﹤0.01%
+197
1019
$4.66K ﹤0.01%
+61,389
1020
$4.63K ﹤0.01%
170
1021
$4.23K ﹤0.01%
301
1022
$3.8K ﹤0.01%
116
1023
$3.56K ﹤0.01%
57
1024
$3.52K ﹤0.01%
+22
1025
$3.51K ﹤0.01%
+341