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
151
$127M 0.07%
4,363,658
+8,142
152
$127M 0.07%
1,915,105
+85,062
153
$126M 0.07%
1,016,402
-126,532
154
$126M 0.07%
15,164,391
-1,735,552
155
$126M 0.07%
11,142,231
+529,063
156
$124M 0.07%
621,496
-3,676
157
$124M 0.07%
2,670,825
-37,395
158
$122M 0.07%
587,100
-52,100
159
$121M 0.07%
7,743,452
-249,031
160
$120M 0.07%
2,087,754
-58,441
161
$117M 0.07%
2,160,099
+69,926
162
$117M 0.07%
689,432
-18,923
163
$114M 0.06%
4,893,115
-565,844
164
$111M 0.06%
39,079,863
+14,221,433
165
$107M 0.06%
589,402
-20,593
166
$106M 0.06%
2,185,993
-97,349
167
$101M 0.06%
1,638,484
-46,828
168
$94.9M 0.05%
1,229,129
-37,006
169
$94.4M 0.05%
1,011,622
-260,288
170
$93.6M 0.05%
182,338
-20,929
171
$93.3M 0.05%
1,569,212
-48,495
172
$91.6M 0.05%
810,118
+716,218
173
$91.2M 0.05%
3,109,111
+150,467
174
$88.6M 0.05%
1,102,834
-63,519
175
$87.7M 0.05%
980,720
-16,162