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
1126
-3,974
1127
-349,239
1128
-452
1129
-7,373
1130
-10
1131
-7,210
1132
-1,038
1133
-3,848
1134
-4,837
1135
-14,178
1136
-147
1137
-69,899
1138
-1,163
1139
-523,394
1140
-1,229,036
1141
-600
1142
-35
1143
-2,046,000
1144
-21,570
1145
-3,470
1146
-3,614
1147
-696
1148
-1,738
1149
-4,008
1150
-817,180