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
426
$9.86M ﹤0.01%
158,375
-129
427
$9.76M ﹤0.01%
207,546
+3,558
428
$9.63M ﹤0.01%
+469,169
429
$9.6M ﹤0.01%
64,779
+3,946
430
$9.55M ﹤0.01%
444,024
-38,976
431
$9.51M ﹤0.01%
52,076
-20,081
432
$9.5M ﹤0.01%
71,059
+737
433
$9.42M ﹤0.01%
1,243,361
+11,193
434
$9.28M ﹤0.01%
365,350
-163,944
435
$9.23M ﹤0.01%
92,507
-6,213
436
$9.21M ﹤0.01%
+329,000
437
$8.99M ﹤0.01%
65,166
+4,939
438
$8.87M ﹤0.01%
283,351
-29,000
439
$8.79M ﹤0.01%
967,339
+31,497
440
$8.72M ﹤0.01%
327,000
-34,063
441
$8.7M ﹤0.01%
30,850
+1,069
442
$8.36M ﹤0.01%
542,623
-1,452
443
$8.33M ﹤0.01%
65,147
+38,684
444
$8.31M ﹤0.01%
118,819
+7,586
445
$8.28M ﹤0.01%
388,347
+230,378
446
$8.26M ﹤0.01%
183,052
+50,000
447
$8.16M ﹤0.01%
98,927
-8,134
448
$8.11M ﹤0.01%
338,000
+113,000
449
$8.1M ﹤0.01%
432,469
+544
450
$8.02M ﹤0.01%
154,167
-3,013