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
751
$594K ﹤0.01%
3,890
-57,428
752
$586K ﹤0.01%
6,162
-1,475
753
$583K ﹤0.01%
6,776
-414
754
$583K ﹤0.01%
29,884
-13,580
755
$576K ﹤0.01%
3,399
-6,581
756
$567K ﹤0.01%
25,951
757
$563K ﹤0.01%
14,149
-3,390
758
$558K ﹤0.01%
7,767
-881
759
$558K ﹤0.01%
24,064
+2,664
760
$552K ﹤0.01%
39,137
+25,569
761
$542K ﹤0.01%
+9,366
762
$538K ﹤0.01%
3,273
-1,466
763
$534K ﹤0.01%
4,046
-1,054
764
$531K ﹤0.01%
1,142
-176
765
$518K ﹤0.01%
9,092
-35,299
766
$515K ﹤0.01%
6,003
+924
767
$514K ﹤0.01%
9,969
+98
768
$503K ﹤0.01%
19,159
-3,518
769
$501K ﹤0.01%
2,178
+352
770
$497K ﹤0.01%
12,406
-57
771
$489K ﹤0.01%
5,059
-5,578
772
$488K ﹤0.01%
1,536
-534
773
$485K ﹤0.01%
10,190
+1,852
774
$484K ﹤0.01%
7,247
-526
775
$483K ﹤0.01%
7,252
+702