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
826
$378K ﹤0.01%
10,604
+2,120
827
$378K ﹤0.01%
1,039
-511
828
$373K ﹤0.01%
6,482
-5,619
829
$373K ﹤0.01%
4,137
+927
830
$370K ﹤0.01%
2,255
-345
831
$363K ﹤0.01%
221,064
+921
832
$361K ﹤0.01%
+30,029
833
$360K ﹤0.01%
3,158
+356
834
$360K ﹤0.01%
1,925
+330
835
$356K ﹤0.01%
9,872
836
$354K ﹤0.01%
4,267
+8
837
$353K ﹤0.01%
4,179
-130
838
$352K ﹤0.01%
+13,800
839
$352K ﹤0.01%
6,072
-4,271
840
$352K ﹤0.01%
9,716
-305
841
$351K ﹤0.01%
8,973
-505
842
$344K ﹤0.01%
2,032
+116
843
$342K ﹤0.01%
3,991
+1,346
844
$338K ﹤0.01%
11,192
-4,505
845
$338K ﹤0.01%
3,254
-1,836
846
$336K ﹤0.01%
+1,861
847
$335K ﹤0.01%
3,654
+807
848
$333K ﹤0.01%
43,182
849
$331K ﹤0.01%
+21,122
850
$329K ﹤0.01%
+1,758