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
$214B
AUM Growth
+$25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1 +$1.54B
2 +$1.46B
3 +$957M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$931M
5
WMT icon
Walmart
WMT
+$877M

Top Sells

1 +$1.81B
2 +$1.22B
3 +$1.08B
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$979M
5
AMAT icon
Applied Materials
AMAT
+$363M

Sector Composition

1 Technology 28.72%
2 Financials 12.27%
3 Healthcare 10.07%
4 Consumer Discretionary 9.98%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$50.5M 0.02%
3,122,913
+545,145
227
$50M 0.02%
184,655
-1,771
228
$49.9M 0.02%
1,905,044
+50,801
229
$49.8M 0.02%
538,725
+94,515
230
$49.6M 0.02%
1,923,187
-192,764
231
$48.5M 0.02%
119,961
-137
232
$47.9M 0.02%
415,463
-3,680
233
$44.6M 0.02%
166,098
+4,558
234
$44.6M 0.02%
427,130
-75,157
235
$44.5M 0.02%
223,813
+6,696
236
$44.2M 0.02%
572,691
-16,472
237
$44.1M 0.02%
761,678
+1,200
238
$43.8M 0.02%
3,193,353
-83,351
239
$42.8M 0.02%
824,179
+9,300
240
$42.7M 0.02%
1,193,357
-184,907
241
$41.7M 0.02%
1,698,879
-246,896
242
$41.7M 0.02%
1,059,340
-1,925
243
$41.5M 0.02%
1,430,249
-226,147
244
$41.4M 0.02%
754,437
+65,306
245
$41.1M 0.02%
1,192,729
-22,118
246
$41M 0.02%
709,500
-59,833
247
$40.9M 0.02%
799,136
-3,535
248
$39.4M 0.02%
606,825
+6,608
249
$37.9M 0.02%
567,848
+8,937
250
$37.8M 0.02%
60,389
-5,567