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 Inc. Common Stock
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
276
$31.6M 0.01%
1,202,177
+167,778
277
$31.4M 0.01%
948,674
+5,207
278
$31.4M 0.01%
158,479
+4,958
279
$31.2M 0.01%
627,625
-38,110
280
$31.2M 0.01%
705,638
-30,103
281
$30.9M 0.01%
955,582
-7,648
282
$30.7M 0.01%
325,383
+1,400
283
$30.7M 0.01%
1,585,642
+13,819
284
$30.4M 0.01%
653,776
+11,970
285
$30.1M 0.01%
41,802
-653
286
$29.6M 0.01%
42,399
+41,025
287
$29.5M 0.01%
1,074,434
-3,334
288
$29.4M 0.01%
670,255
+130,579
289
$29.4M 0.01%
466,360
+8,060
290
$29.2M 0.01%
1,839,030
+26,351
291
$29.1M 0.01%
2,289,958
+75,986
292
$28.6M 0.01%
221,351
-39,573
293
$28.6M 0.01%
1,083,854
+65,082
294
$28.2M 0.01%
234,354
-2,712
295
$28M 0.01%
80,943
+279
296
$28M 0.01%
450,106
+247,119
297
$27.4M 0.01%
579,499
-4,269
298
$27.3M 0.01%
133,111
-26,262
299
$27.3M 0.01%
705,990
-94,430
300
$27.3M 0.01%
137,539
+3,185