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
576
$2.32M ﹤0.01%
48,686
-4,359
577
$2.3M ﹤0.01%
8,895
-1,107
578
$2.3M ﹤0.01%
15,786
-92
579
$2.29M ﹤0.01%
16,342
+1,040
580
$2.29M ﹤0.01%
15,480
-796
581
$2.28M ﹤0.01%
35,497
-4,678
582
$2.23M ﹤0.01%
44,020
+4,024
583
$2.23M ﹤0.01%
6,603
-1,233
584
$2.22M ﹤0.01%
12,567
-1,512
585
$2.21M ﹤0.01%
67,585
-1,016
586
$2.2M ﹤0.01%
54,162
587
$2.2M ﹤0.01%
52,113
-151
588
$2.19M ﹤0.01%
6,519
-41
589
$2.18M ﹤0.01%
40,659
590
$2.14M ﹤0.01%
121,509
-9,335
591
$2.12M ﹤0.01%
27,569
-5,066
592
$2.09M ﹤0.01%
89,187
+39,037
593
$2.08M ﹤0.01%
6,217
-214
594
$2.05M ﹤0.01%
107,862
-6,264
595
$2.05M ﹤0.01%
32,474
+505
596
$2.04M ﹤0.01%
9,774
-6,095
597
$2.02M ﹤0.01%
31,065
598
$2.02M ﹤0.01%
50,979
+8,221
599
$1.96M ﹤0.01%
18,596
-1,579
600
$1.96M ﹤0.01%
11,559
-198