Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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 Limited
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
1
$9.18B 5.21%
53,634,713
+878,492
2
$7.89B 4.47%
24,978,283
+560,745
3
$5.72B 3.25%
43,748,814
+1,032,050
4
$5.26B 2.98%
41,353,218
+675,381
5
$5.22B 2.96%
68,659,512
+4,827,304
6
$3.63B 2.06%
83,497,360
-2,588,940
7
$2.87B 1.63%
14,168,476
+279,320
8
$2.87B 1.63%
4,872,163
+90,496
9
$2.86B 1.62%
27,768,188
+798,237
10
$2.66B 1.51%
30,637,393
+1,079,574
11
$2.6B 1.47%
8,606,415
+68,312
12
$2.39B 1.36%
4,457,074
+220,032
13
$2.32B 1.31%
4,543,707
-267,471
14
$2.17B 1.23%
7,965,932
+241,626
15
$2.04B 1.16%
54,680,244
-148,955
16
$2.01B 1.14%
8,733,412
+189,300
17
$1.99B 1.13%
18,785,307
+251,050
18
$1.81B 1.03%
28,867,950
+745,200
19
$1.74B 0.98%
5,365,561
+173,807
20
$1.7B 0.97%
20,519,470
+952,790
21
$1.65B 0.94%
11,386,800
+2,392,576
22
$1.61B 0.91%
19,733,279
-182,649
23
$1.56B 0.88%
15,271,529
+150,239
24
$1.56B 0.88%
10,433,866
-1,088,188
25
$1.53B 0.87%
2,709,082
+52,278