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
1026
$3.33K ﹤0.01%
98
+37
1027
$3.25K ﹤0.01%
56
1028
$3.19K ﹤0.01%
81
-28,514
1029
$3.13K ﹤0.01%
227
-1,271,373
1030
$2.97K ﹤0.01%
176
1031
$2.67K ﹤0.01%
+58
1032
$2.53K ﹤0.01%
25
1033
$2.52K ﹤0.01%
111
1034
$2.39K ﹤0.01%
66
1035
$2.3K ﹤0.01%
299
1036
$2.23K ﹤0.01%
+494
1037
$2.21K ﹤0.01%
164
1038
$2.21K ﹤0.01%
102
1039
$2.16K ﹤0.01%
333
1040
$2.15K ﹤0.01%
+16
1041
$2.15K ﹤0.01%
109
1042
$2.14K ﹤0.01%
+54
1043
$2.11K ﹤0.01%
21
1044
$2.11K ﹤0.01%
+29
1045
$2.1K ﹤0.01%
75
-2,693
1046
$2.09K ﹤0.01%
194
1047
$2.08K ﹤0.01%
+51
1048
$2.08K ﹤0.01%
+61
1049
$2.05K ﹤0.01%
+108
1050
$2.02K ﹤0.01%
+48