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
1051
$2K ﹤0.01%
+74
1052
$1.99K ﹤0.01%
+88
1053
$1.93K ﹤0.01%
14
1054
$1.91K ﹤0.01%
+30
1055
$1.86K ﹤0.01%
+197
1056
$1.86K ﹤0.01%
138
1057
$1.8K ﹤0.01%
38
1058
$1.79K ﹤0.01%
44
1059
$1.77K ﹤0.01%
32
1060
$1.42K ﹤0.01%
34
1061
$1.19K ﹤0.01%
32
1062
$1.13K ﹤0.01%
232
1063
$1.05K ﹤0.01%
42
1064
$776 ﹤0.01%
+29
1065
$670 ﹤0.01%
19
1066
$408 ﹤0.01%
4
1067
-273
1068
-13,517
1069
-89,522
1070
-16,485
1071
-6,392
1072
-27,387
1073
-33
1074
-3,315
1075
-355