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
476
$6.22M ﹤0.01%
223,339
-229
477
$6.18M ﹤0.01%
33,923
+14
478
$6.17M ﹤0.01%
99,426
-2,697
479
$6.17M ﹤0.01%
19,993
-2,962
480
$6.14M ﹤0.01%
42,689
+5,450
481
$5.98M ﹤0.01%
83,522
+13,228
482
$5.94M ﹤0.01%
225,791
+16,919
483
$5.87M ﹤0.01%
117,041
-10,045
484
$5.85M ﹤0.01%
93,999
+6,813
485
$5.81M ﹤0.01%
30,761
+6,704
486
$5.78M ﹤0.01%
213,437
+153,495
487
$5.76M ﹤0.01%
137,803
-8,891
488
$5.75M ﹤0.01%
33,402
+4,554
489
$5.73M ﹤0.01%
56,073
-177
490
$5.71M ﹤0.01%
78,442
-5,194
491
$5.71M ﹤0.01%
30,137
+2,069
492
$5.69M ﹤0.01%
56,057
+4,905
493
$5.67M ﹤0.01%
71,100
+3,240
494
$5.65M ﹤0.01%
116,061
-3,333
495
$5.65M ﹤0.01%
160,346
+9,284
496
$5.6M ﹤0.01%
5,814
+192
497
$5.48M ﹤0.01%
75,450
+2,176
498
$5.39M ﹤0.01%
70,052
-24,441
499
$5.36M ﹤0.01%
26,536
+9
500
$5.26M ﹤0.01%
49,000
-32