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
126
$194M 0.11%
4,432,215
+269,554
127
$191M 0.11%
1,717,345
-135,363
128
$187M 0.11%
4,541,199
+1,005,493
129
$182M 0.1%
4,162,817
-95,532
130
$178M 0.1%
1,816,925
-17,104
131
$173M 0.1%
4,343,461
-311,031
132
$172M 0.1%
1,642,352
+675,662
133
$168M 0.1%
2,241,513
+486,530
134
$166M 0.09%
442,367
+13,888
135
$163M 0.09%
825,247
-8,317
136
$159M 0.09%
21,150,630
-232,402
137
$159M 0.09%
555,938
+8,435
138
$154M 0.09%
4,650,565
+4,540,632
139
$152M 0.09%
4,143,816
-291,967
140
$148M 0.08%
1,972,893
-30,041
141
$147M 0.08%
376,612
+8,085
142
$146M 0.08%
703,218
-24,611
143
$143M 0.08%
1,408,212
+544,682
144
$142M 0.08%
1,380,096
+187,770
145
$142M 0.08%
1,419,116
-6,335
146
$141M 0.08%
875,529
-14,999
147
$140M 0.08%
3,307,110
+33,400
148
$132M 0.07%
1,035,889
-40,028
149
$132M 0.07%
3,761,357
-36,400
150
$130M 0.07%
2,120,518
-53,428