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
251
$37.8M 0.02%
538,797
+2,751
252
$37.7M 0.02%
229,006
-13,186
253
$37.5M 0.02%
175,823
+5,631
254
$37.4M 0.02%
179,519
-38,855
255
$36.9M 0.02%
141,409
+157
256
$36.3M 0.02%
208,534
-5,753
257
$36.1M 0.02%
3,053,219
-4,297
258
$35.9M 0.02%
345,444
+4,332
259
$35.5M 0.02%
407,527
-72,178
260
$35.4M 0.02%
71,213
+1,564
261
$34.9M 0.02%
687,028
-7,423
262
$34.5M 0.02%
232,043
-2,849
263
$34.2M 0.02%
849,674
-161,502
264
$34.1M 0.02%
557,860
-3,780
265
$33.8M 0.02%
684,705
+337,469
266
$33.8M 0.02%
103,047
+1,183
267
$33.5M 0.02%
2,698,880
-1,506
268
$32.8M 0.02%
107,773
-733
269
$32.7M 0.02%
993,050
-29,816
270
$32.4M 0.02%
157,835
-4,956
271
$32.3M 0.02%
2,003,419
+3,262
272
$32.1M 0.02%
643,052
-44,461
273
$32M 0.01%
2,076,881
-33,995
274
$31.8M 0.01%
335,128
+8,464
275
$31.8M 0.01%
171,811
+89,184