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
101
$379M 0.21%
4,593,530
+1,530,844
102
$370M 0.21%
2,809,277
-20,910
103
$361M 0.21%
3,911,232
+117,030
104
$360M 0.2%
3,914,634
-858,532
105
$334M 0.19%
3,853,633
+1,870
106
$334M 0.19%
805,636
-22,063
107
$317M 0.18%
9,411,916
+431,982
108
$295M 0.17%
3,759,049
+496,540
109
$293M 0.17%
1,779,429
+560,066
110
$280M 0.16%
2,760,790
-45,281
111
$270M 0.15%
15,772,393
-30,227
112
$261M 0.15%
17,444,942
-68,214
113
$254M 0.14%
8,618,158
+88,772
114
$253M 0.14%
3,860,572
-55,421
115
$249M 0.14%
3,505,986
-17,122
116
$243M 0.14%
18,131,888
+51,464
117
$242M 0.14%
4,231,999
-52,334
118
$235M 0.13%
1,474,722
-15,023
119
$234M 0.13%
1,675,162
-134,601
120
$213M 0.12%
6,466,459
+3,989,999
121
$210M 0.12%
3,970,442
+131,207
122
$207M 0.12%
3,575,879
+4,361
123
$206M 0.12%
6,066,797
+22,217
124
$203M 0.12%
160,260
-56,204
125
$196M 0.11%
40,055,349
+18,697,624