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
401
$11.5M 0.01%
179,534
+17,086
402
$11.5M 0.01%
27,523
+843
403
$11.5M 0.01%
194,738
+160,900
404
$11.5M 0.01%
134,014
+7,577
405
$11.4M 0.01%
406,573
-7,586
406
$11.4M 0.01%
28,726
+118
407
$11.3M 0.01%
45,259
+214
408
$11.3M 0.01%
581,000
+48,585
409
$11.3M 0.01%
67,459
+4,539
410
$11.3M 0.01%
277,072
+170
411
$11.1M 0.01%
230,103
+27,463
412
$11.1M 0.01%
32,133
-4,365
413
$11M 0.01%
406,814
+13,852
414
$11M 0.01%
192,101
-2,548
415
$10.9M 0.01%
157,757
+5,398
416
$10.7M 0.01%
294,796
+31,896
417
$10.6M 0.01%
60,978
-872
418
$10.4M ﹤0.01%
109,915
-751
419
$10.3M ﹤0.01%
280,020
-11,750
420
$10.1M ﹤0.01%
169,342
-14,000
421
$10M ﹤0.01%
99,999
-13,101
422
$9.98M ﹤0.01%
843,273
+21,368
423
$9.89M ﹤0.01%
221,536
+17,456
424
$9.88M ﹤0.01%
85,926
+548
425
$9.86M ﹤0.01%
21,708
+1,538