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
726
$698K ﹤0.01%
2,471
+293
727
$698K ﹤0.01%
5,019
+38
728
$697K ﹤0.01%
6,305
-2,870
729
$694K ﹤0.01%
3,375
-1,504
730
$692K ﹤0.01%
6,443
-903
731
$692K ﹤0.01%
2,558
-1,595
732
$689K ﹤0.01%
3,772
-2,500
733
$683K ﹤0.01%
8,210
-815
734
$682K ﹤0.01%
101,531
-260
735
$681K ﹤0.01%
+2,234
736
$678K ﹤0.01%
24,340
-1,116
737
$670K ﹤0.01%
10,089
-23
738
$669K ﹤0.01%
13,044
+1,540
739
$668K ﹤0.01%
11,690
-1,095
740
$659K ﹤0.01%
9,416
-1,773
741
$655K ﹤0.01%
10,038
+2,584
742
$650K ﹤0.01%
8,338
-652
743
$647K ﹤0.01%
26,000
744
$644K ﹤0.01%
12,206
+3,573
745
$641K ﹤0.01%
7,991
+578
746
$635K ﹤0.01%
77,663
747
$617K ﹤0.01%
3,674
-90
748
$612K ﹤0.01%
29,577
-16,704
749
$604K ﹤0.01%
6,429
-1,291
750
$601K ﹤0.01%
2,659
-52