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
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
51
$1.39B 0.65%
19,159,739
+536,234
52
$1.22B 0.57%
6,952,115
+357,701
53
$1.18B 0.55%
20,501,178
+636,738
54
$1.16B 0.54%
10,191,809
+269,639
55
$1.11B 0.52%
1,454,617
+6,169
56
$1.09B 0.51%
39,051,627
+2,309,373
57
$1.09B 0.51%
65,952,033
+2,274,596
58
$1.08B 0.5%
4,318,268
+98,363
59
$1.07B 0.5%
11,699,045
+339,255
60
$1.05B 0.49%
16,494,839
+475,091
61
$1.05B 0.49%
6,622,799
+272,623
62
$983M 0.46%
5,041,378
-266,665
63
$959M 0.45%
7,533,450
+120,697
64
$954M 0.45%
10,150,305
+270,267
65
$927M 0.43%
9,509,711
+531,422
66
$926M 0.43%
2,085,766
-425,482
67
$920M 0.43%
14,089,648
+575,386
68
$918M 0.43%
7,505,407
+303,851
69
$873M 0.41%
10,237,776
-2,414,524
70
$850M 0.4%
22,927,845
+586,981
71
$837M 0.39%
4,334,833
+218,345
72
$830M 0.39%
62,522,689
+3,371,980
73
$825M 0.39%
3,072,733
+123,704
74
$796M 0.37%
2,703,124
+115,229
75
$795M 0.37%
13,680,380
+373,149