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
801
$420K ﹤0.01%
11,935
-2,535
802
$418K ﹤0.01%
+10,942
803
$416K ﹤0.01%
6,025
+25
804
$414K ﹤0.01%
1,230
+13
805
$413K ﹤0.01%
4,299
+863
806
$411K ﹤0.01%
4,174
-511
807
$407K ﹤0.01%
4,474
-301
808
$405K ﹤0.01%
6,908
-975
809
$403K ﹤0.01%
777
-122
810
$400K ﹤0.01%
3,616
-509
811
$397K ﹤0.01%
4,977
-1,212
812
$396K ﹤0.01%
4,323
+59
813
$395K ﹤0.01%
2,089
+89
814
$394K ﹤0.01%
6,974
+163
815
$393K ﹤0.01%
319
+96
816
$388K ﹤0.01%
+2,233
817
$388K ﹤0.01%
2,098
-1,795
818
$388K ﹤0.01%
+7,166
819
$384K ﹤0.01%
+26,182
820
$384K ﹤0.01%
+7,073
821
$384K ﹤0.01%
5,002
+314
822
$383K ﹤0.01%
5,085
-1,095
823
$382K ﹤0.01%
3,653
+384
824
$381K ﹤0.01%
2,037
+596
825
$378K ﹤0.01%
4,360
-7,973