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
601
$1.94M ﹤0.01%
12,360
-534
602
$1.92M ﹤0.01%
50,205
-3,140
603
$1.88M ﹤0.01%
95,397
-6,310
604
$1.88M ﹤0.01%
105,833
-7,331
605
$1.88M ﹤0.01%
23,453
-1,640
606
$1.87M ﹤0.01%
7,406
+358
607
$1.85M ﹤0.01%
30,387
-2,068
608
$1.83M ﹤0.01%
52,781
-3,641
609
$1.8M ﹤0.01%
112,619
+955
610
$1.78M ﹤0.01%
8,602
-1,318
611
$1.78M ﹤0.01%
7,276
-704
612
$1.78M ﹤0.01%
73,049
+452
613
$1.73M ﹤0.01%
240,043
614
$1.72M ﹤0.01%
8,554
+1,103
615
$1.71M ﹤0.01%
14,065
-627
616
$1.7M ﹤0.01%
39,533
+6
617
$1.7M ﹤0.01%
12,872
+557
618
$1.69M ﹤0.01%
38,659
-5,261
619
$1.68M ﹤0.01%
23,148
+3,312
620
$1.67M ﹤0.01%
270,885
-17,808
621
$1.66M ﹤0.01%
56,189
-4,034
622
$1.66M ﹤0.01%
45,900
-3,297
623
$1.66M ﹤0.01%
56,809
-4,507
624
$1.65M ﹤0.01%
81,130
625
$1.65M ﹤0.01%
116,528
-8,332
23 24
25
26 27