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
626
$1.62M ﹤0.01%
18,310
-27,807
627
$1.62M ﹤0.01%
116,844
628
$1.61M ﹤0.01%
40,795
629
$1.6M ﹤0.01%
8,375
-274
630
$1.6M ﹤0.01%
35,046
+24,868
631
$1.59M ﹤0.01%
47,309
-7,501
632
$1.59M ﹤0.01%
70,654
-500
633
$1.55M ﹤0.01%
231,677
+3,617
634
$1.55M ﹤0.01%
6,131
+892
635
$1.54M ﹤0.01%
152,525
+13,339
636
$1.54M ﹤0.01%
140,695
-12,995
637
$1.53M ﹤0.01%
8,972
-921
638
$1.52M ﹤0.01%
70,566
-11,409
639
$1.51M ﹤0.01%
16,900
-109
640
$1.5M ﹤0.01%
28,818
+178
641
$1.5M ﹤0.01%
52,127
-8,490
642
$1.47M ﹤0.01%
59,257
-1,000
643
$1.47M ﹤0.01%
56,498
644
$1.44M ﹤0.01%
25,911
-1,623
645
$1.42M ﹤0.01%
20,745
+8,784
646
$1.41M ﹤0.01%
6,593
+109
647
$1.36M ﹤0.01%
43,640
648
$1.36M ﹤0.01%
64,199
-204,340
649
$1.35M ﹤0.01%
20,204
-395,823
650
$1.32M ﹤0.01%
3,064
+21
24 25
26
27 28