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
301
$26.9M 0.01%
620,906
-2,536
302
$26.7M 0.01%
1,526,917
-12,329
303
$25.4M 0.01%
600,666
-76
304
$25.3M 0.01%
486,091
-2,057
305
$25.1M 0.01%
227,348
-4,670
306
$25.1M 0.01%
192,758
-4,799
307
$25.1M 0.01%
713,565
-2,870
308
$25M 0.01%
350,541
-59,045
309
$24.9M 0.01%
62,489
-2,028
310
$24.9M 0.01%
544,859
-3,468
311
$24.5M 0.01%
209,130
+3,527
312
$24.5M 0.01%
75,169
-909
313
$24.1M 0.01%
212,821
-2,670
314
$23.7M 0.01%
451,661
-40,214
315
$23.4M 0.01%
1,591,775
+565,375
316
$22.7M 0.01%
312,782
+79
317
$22.6M 0.01%
282,285
+4,151
318
$22.5M 0.01%
446,506
-13,600
319
$22.1M 0.01%
695,610
-20,940
320
$22.1M 0.01%
77,556
-1,197
321
$22M 0.01%
1,463,438
-33,044
322
$21.9M 0.01%
131,572
+4,641
323
$21.9M 0.01%
486,291
-4,648
324
$21.8M 0.01%
142,532
+571
325
$21.8M 0.01%
273,777
-12,867