Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$784M
2 +$635M
3 +$599M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$376M
5
JPM icon
JPMorgan Chase
JPM
+$359M

Top Sells

1 +$510M
2 +$465M
3 +$413M
4
SLB icon
SLB Ltd
SLB
+$404M
5
PYPL icon
PayPal
PYPL
+$354M

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
1101
-89
1102
-4,418
1103
-273,226
1104
-9,038
1105
-97
1106
-108
1107
-6,168
1108
-6,661
1109
-6,027
1110
-1,416
1111
-1,504
1112
-141,452
1113
-6,089
1114
-809,132
1115
-2,484
1116
-774
1117
-78
1118
-1,791
1119
-670,143
1120
-4,321
1121
-361
1122
-516
1123
-5,771
1124
-54
1125
-15,000