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
326
$21.5M 0.01%
153,214
-12,506
327
$21.5M 0.01%
292,790
+3,764
328
$21.5M 0.01%
934,334
+100,967
329
$21.4M 0.01%
257,527
-15,725
330
$21.3M 0.01%
225,267
-6,011
331
$20.8M 0.01%
157,959
-1,453
332
$20.7M 0.01%
707,342
-4,179
333
$20.5M 0.01%
382,215
-1,366
334
$20.5M 0.01%
1,187,122
-8,610
335
$20.4M 0.01%
436,023
-5,272
336
$20.3M 0.01%
77,366
-3,025
337
$19.6M 0.01%
882,467
+7,306
338
$19.5M 0.01%
581,319
+73,940
339
$19.1M 0.01%
1,672,254
-20,904
340
$19M 0.01%
1,756,112
-45,307
341
$19M 0.01%
220,862
+159,369
342
$18.8M 0.01%
162,134
-54,021
343
$18.5M 0.01%
505,415
-26,751,847
344
$18.4M 0.01%
1,918,644
345
$18.3M 0.01%
109,741
+86,041
346
$18.3M 0.01%
1,639,222
-8,124
347
$18.2M 0.01%
91,883
-10,587
348
$18.1M 0.01%
73,246
-4,586
349
$18.1M 0.01%
108,614
-803
350
$17.4M 0.01%
264,013
+746