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
776
$482K ﹤0.01%
2,435
+450
777
$476K ﹤0.01%
2,231
-1,240
778
$476K ﹤0.01%
3,872
+846
779
$475K ﹤0.01%
5,478
-231
780
$470K ﹤0.01%
874
+116
781
$469K ﹤0.01%
6,396
+55
782
$465K ﹤0.01%
+7,463
783
$457K ﹤0.01%
5,374
-1,484
784
$455K ﹤0.01%
+1,143
785
$450K ﹤0.01%
+4,158
786
$446K ﹤0.01%
+8,911
787
$446K ﹤0.01%
28,351
+15,406
788
$445K ﹤0.01%
3,792
+1,582
789
$445K ﹤0.01%
+62,202
790
$442K ﹤0.01%
1,245
+79
791
$439K ﹤0.01%
1,367
-449
792
$435K ﹤0.01%
+7,601
793
$433K ﹤0.01%
2,516
+64
794
$432K ﹤0.01%
+3,148
795
$431K ﹤0.01%
14,130
+763
796
$429K ﹤0.01%
2,480
+532
797
$429K ﹤0.01%
5,862
+2,021
798
$424K ﹤0.01%
+8,797
799
$424K ﹤0.01%
14,517
+3,815
800
$422K ﹤0.01%
15,132
+949