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
651
$1.31M ﹤0.01%
15,280
-3,060
652
$1.31M ﹤0.01%
22,636
+1,736
653
$1.29M ﹤0.01%
47,823
+9,240
654
$1.28M ﹤0.01%
7,227
-4,334
655
$1.25M ﹤0.01%
472,917
-44,328
656
$1.24M ﹤0.01%
4,974
+1,587
657
$1.24M ﹤0.01%
90,641
+20,731
658
$1.23M ﹤0.01%
41,152
659
$1.23M ﹤0.01%
7,960
+643
660
$1.22M ﹤0.01%
20,245
+1,804
661
$1.21M ﹤0.01%
41,478
+13,989
662
$1.21M ﹤0.01%
20,356
-1,240
663
$1.19M ﹤0.01%
33,215
664
$1.18M ﹤0.01%
11,973
+46
665
$1.18M ﹤0.01%
13,499
+9
666
$1.17M ﹤0.01%
35,148
-3,800
667
$1.16M ﹤0.01%
13,859
-2,529
668
$1.16M ﹤0.01%
258,495
+13,729
669
$1.16M ﹤0.01%
41,046
-3,967
670
$1.13M ﹤0.01%
68,411
-35
671
$1.13M ﹤0.01%
183,084
672
$1.13M ﹤0.01%
10,700
-313
673
$1.11M ﹤0.01%
196,517
674
$1.11M ﹤0.01%
4,821
+993
675
$1.1M ﹤0.01%
4,833
+3,526
25 26
27
28 29