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 Fund
S&P 500
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
176
$86M 0.05%
413,388
+543
177
$83.7M 0.05%
415,536
-3,350
178
$81.8M 0.05%
2,814,015
-40,353
179
$81.3M 0.05%
893,438
+5,182
180
$80.7M 0.05%
5,831,758
+5,130,994
181
$77.3M 0.04%
862,620
-40,124
182
$76.5M 0.04%
813,153
-27,583
183
$74.9M 0.04%
2,442,259
+9,239
184
$74.6M 0.04%
3,019,304
-65,540
185
$72.3M 0.04%
1,390,883
-178,268
186
$67.3M 0.04%
1,595,754
+785,789
187
$67.3M 0.04%
1,797,884
+13,761
188
$66.9M 0.04%
187,804
-9,216
189
$66.5M 0.04%
1,092,283
+23,152
190
$66.3M 0.04%
463,921
+4,303
191
$64.4M 0.04%
403,862
+1,238
192
$64.1M 0.04%
1,933,760
+9,537
193
$64M 0.04%
1,958,886
+861,900
194
$64M 0.04%
2,065,005
-43,176
195
$64M 0.04%
2,573,751
-57,173
196
$63.7M 0.04%
1,622,658
-17,122
197
$63.4M 0.04%
533,283
+22,622
198
$62.6M 0.04%
1,468,820
-34,031
199
$62.4M 0.04%
252,294
-4,566
200
$62.1M 0.04%
902,669
+873,155