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
351
$17.2M 0.01%
1,384,119
-6,309
352
$16.6M 0.01%
475,210
-2,844
353
$16.6M 0.01%
146,946
+5,668
354
$16.5M 0.01%
737,369
+68,912
355
$16.5M 0.01%
181,419
+5,324
356
$16.3M 0.01%
215,583
-5,622
357
$16.3M 0.01%
59,628
-904
358
$16M 0.01%
62,478
+2,452
359
$15.9M 0.01%
64,151
-5,868
360
$15.6M 0.01%
97,770
-1,485
361
$15.6M 0.01%
311,289
+19,939
362
$15.6M 0.01%
435,451
+5,738
363
$15.4M 0.01%
213,144
-1,489
364
$15.3M 0.01%
205,650
-25,282
365
$15.2M 0.01%
1,745,492
-91,991
366
$15.2M 0.01%
+246,807
367
$15.1M 0.01%
438,644
+171,330
368
$15.1M 0.01%
136,458
-11,788
369
$15M 0.01%
100,783
-3,789
370
$14.7M 0.01%
2,884,619
+50
371
$14.5M 0.01%
235,400
+823
372
$14.1M 0.01%
114,911
+4,737
373
$14.1M 0.01%
824,145
+69,738
374
$14M 0.01%
396,194
-1,598
375
$14M 0.01%
5,652,696
-86,858