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
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
26
$2.25B 1.05%
17,921,341
-499,943
27
$2.12B 0.99%
3,260,768
+145,793
28
$2.1B 0.98%
9,212,356
-565,933
29
$2.1B 0.98%
2,861,486
+70,551
30
$1.96B 0.91%
20,783,077
+554,743
31
$1.88B 0.88%
3,901,469
+110,111
32
$1.85B 0.86%
19,534,592
+9,837,519
33
$1.83B 0.85%
13,870,443
+319,201
34
$1.82B 0.85%
4,571,023
+82,975
35
$1.81B 0.85%
18,658,410
-11,076,750
36
$1.76B 0.82%
13,724,718
-404,880
37
$1.72B 0.81%
2,068,649
+53,312
38
$1.72B 0.8%
15,820,098
+777,994
39
$1.66B 0.78%
26,326,234
+1,570,957
40
$1.61B 0.75%
6,387,342
+176,957
41
$1.57B 0.73%
23,412,174
+588,947
42
$1.51B 0.71%
39,932,333
+2,278,054
43
$1.51B 0.7%
21,920,909
+776,406
44
$1.49B 0.69%
4,155,067
+114,757
45
$1.47B 0.69%
2,972,467
+100,496
46
$1.47B 0.69%
5,977,036
+120,770
47
$1.45B 0.68%
2,497,398
-74,268
48
$1.42B 0.66%
391,421
+14,765
49
$1.41B 0.66%
9,441,612
-101,784
50
$1.39B 0.65%
48,119,539
+4,163,854