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
501
$5.23M ﹤0.01%
22,010
+4,832
502
$5.2M ﹤0.01%
123,836
+102,024
503
$5.09M ﹤0.01%
119,188
+108
504
$5.02M ﹤0.01%
7,813
-7
505
$4.98M ﹤0.01%
318,032
506
$4.98M ﹤0.01%
130,280
+5,961
507
$4.81M ﹤0.01%
24,267
+1,416
508
$4.78M ﹤0.01%
92,545
+8,468
509
$4.49M ﹤0.01%
17,265
-2,107
510
$4.47M ﹤0.01%
28,852
+238
511
$4.44M ﹤0.01%
571,604
-8,666
512
$4.29M ﹤0.01%
44,167
+102
513
$4.25M ﹤0.01%
7,583
-671
514
$4.22M ﹤0.01%
74,378
+7,013
515
$4.17M ﹤0.01%
147,421
+4,059
516
$4.12M ﹤0.01%
123,019
-3,654
517
$4.11M ﹤0.01%
26,860
+3,894
518
$4.08M ﹤0.01%
71,154
+7,359
519
$3.98M ﹤0.01%
89,430
+4,286
520
$3.95M ﹤0.01%
37,576
+373
521
$3.9M ﹤0.01%
53,377
+4,080
522
$3.88M ﹤0.01%
137,143
+4,229
523
$3.87M ﹤0.01%
146,108
+4,409
524
$3.86M ﹤0.01%
84,590
-8,124
525
$3.86M ﹤0.01%
26,806
-3,462