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
201
$61.8M 0.04%
1,025,247
-1,671
202
$60.9M 0.03%
4,187,130
+928,643
203
$60.7M 0.03%
901,226
+148,928
204
$59.7M 0.03%
1,021,956
-778,744
205
$59.6M 0.03%
624,070
-2,997
206
$59.3M 0.03%
1,052,143
+29,447
207
$58.7M 0.03%
2,271,659
-60,153
208
$57.4M 0.03%
2,020,761
+714,010
209
$57.4M 0.03%
492,063
-16,679
210
$55.3M 0.03%
213,357
-4
211
$54.4M 0.03%
1,083,581
-28,288
212
$53M 0.03%
1,274,662
+12,401
213
$52.6M 0.03%
997,942
-16,327
214
$51.2M 0.03%
3,529,315
+306,199
215
$51.2M 0.03%
4,117,244
-143,574
216
$50M 0.03%
7,086,897
-113,475
217
$49.8M 0.03%
361,266
-21,203
218
$49.5M 0.03%
868,073
+835,555
219
$49.5M 0.03%
1,848,733
-2,777,989
220
$48.8M 0.03%
1,024,833
+690,741
221
$48.3M 0.03%
1,491,565
+157,479
222
$48.3M 0.03%
640,086
-13,390
223
$48.1M 0.03%
1,200,256
+1,085,719
224
$48M 0.03%
123,165
-5,982
225
$47.8M 0.03%
476,383
-2,064