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
701
$854K ﹤0.01%
18,512
-2,574
702
$834K ﹤0.01%
6,889
-3,614
703
$828K ﹤0.01%
148,401
704
$816K ﹤0.01%
9,433
+3,678
705
$809K ﹤0.01%
24,563
-1,511
706
$799K ﹤0.01%
100,691
707
$796K ﹤0.01%
72,339
+19,520
708
$792K ﹤0.01%
28,422
+15,924
709
$792K ﹤0.01%
8,765
-458
710
$787K ﹤0.01%
21,970
+7,643
711
$784K ﹤0.01%
5,518
+1,906
712
$783K ﹤0.01%
24,338
-796
713
$776K ﹤0.01%
7,655
+2,255
714
$775K ﹤0.01%
5,901
+1,213
715
$762K ﹤0.01%
12,639
-12,755
716
$751K ﹤0.01%
34,176
-3,322
717
$741K ﹤0.01%
20,632
-3,370
718
$737K ﹤0.01%
+15,138
719
$722K ﹤0.01%
12,079
-11,314
720
$718K ﹤0.01%
8,838
+754
721
$711K ﹤0.01%
4,400
-323
722
$707K ﹤0.01%
10,137
-2,776
723
$703K ﹤0.01%
2,815
+398
724
$703K ﹤0.01%
38,124
725
$700K ﹤0.01%
9,011
-134,662