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
1151
-7,430
1152
-2,385
1153
-11,368
1154
-1,374,052
1155
-785,457
1156
-4,371
1157
-460
1158
-1,241,122
1159
-1,232
1160
-5,973
1161
-253
1162
-134,792
1163
-60
1164
-16,724
1165
-18
1166
-423,522
1167
-963,293
1168
-36
1169
-6,053,936
1170
-5,258
1171
-2,126
1172
-419
1173
-12,000
1174
-610,615
1175
-177,031