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
451
$7.92M ﹤0.01%
479,252
-11,746
452
$7.87M ﹤0.01%
204,635
+14
453
$7.82M ﹤0.01%
188,780
-6,296
454
$7.76M ﹤0.01%
168,944
+1,599
455
$7.71M ﹤0.01%
513,550
-8,728
456
$7.41M ﹤0.01%
272,146
-19
457
$7.36M ﹤0.01%
24,863
+1,870
458
$7.33M ﹤0.01%
98,268
-96,375
459
$7.16M ﹤0.01%
42,434
+3,165
460
$7.09M ﹤0.01%
54,778
+4,847
461
$7M ﹤0.01%
120,450
+1,250
462
$6.94M ﹤0.01%
12,143
-319
463
$6.92M ﹤0.01%
133,074
+978
464
$6.81M ﹤0.01%
+389,087
465
$6.79M ﹤0.01%
232,132
+542
466
$6.76M ﹤0.01%
57,305
-22,668
467
$6.68M ﹤0.01%
117,001
468
$6.61M ﹤0.01%
293,264
+3,458
469
$6.6M ﹤0.01%
168,422
+7,768
470
$6.57M ﹤0.01%
91,608
+7,021
471
$6.57M ﹤0.01%
124,961
+529
472
$6.51M ﹤0.01%
44,272
-189
473
$6.47M ﹤0.01%
46,649
+2,856
474
$6.39M ﹤0.01%
28,304
-6,661
475
$6.23M ﹤0.01%
17,958
-1,775