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
676
$1.1M ﹤0.01%
38,937
-3,143
677
$1.08M ﹤0.01%
23,294
-200
678
$1.06M ﹤0.01%
37,147
+81
679
$1.06M ﹤0.01%
12,525
-14,928
680
$1.06M ﹤0.01%
26,470
+3,125
681
$1.05M ﹤0.01%
3,030
+72
682
$1.05M ﹤0.01%
12,524
+8,285
683
$1.03M ﹤0.01%
41,550
-683
684
$1.03M ﹤0.01%
111,632
685
$1.02M ﹤0.01%
+5,500
686
$993K ﹤0.01%
86,338
687
$992K ﹤0.01%
4,717
-902
688
$982K ﹤0.01%
19,966
-1,343
689
$981K ﹤0.01%
62,372
690
$981K ﹤0.01%
38,620
691
$980K ﹤0.01%
5,998
-1,014
692
$964K ﹤0.01%
5,919
-1,763
693
$959K ﹤0.01%
13,094
+788
694
$957K ﹤0.01%
+38,411
695
$926K ﹤0.01%
27,460
696
$914K ﹤0.01%
104,947
+1,816
697
$904K ﹤0.01%
14,880
-3,700
698
$895K ﹤0.01%
6,142
-112
699
$882K ﹤0.01%
9,631
+1,058
700
$882K ﹤0.01%
31,582