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
876
$285K ﹤0.01%
1,235
-253
877
$278K ﹤0.01%
+88
878
$276K ﹤0.01%
6,558
-2,589
879
$273K ﹤0.01%
+12,290
880
$272K ﹤0.01%
873
-40
881
$271K ﹤0.01%
3,097
-1,152
882
$271K ﹤0.01%
8,655
883
$270K ﹤0.01%
11,493
884
$268K ﹤0.01%
+21,008
885
$268K ﹤0.01%
+3,779
886
$267K ﹤0.01%
+8,356
887
$266K ﹤0.01%
4,485
-1,789
888
$266K ﹤0.01%
9,123
-481
889
$264K ﹤0.01%
14,389
-2,636
890
$264K ﹤0.01%
+2,260
891
$259K ﹤0.01%
41,216
+13,502
892
$259K ﹤0.01%
4,489
+15
893
$259K ﹤0.01%
7,005
-474
894
$259K ﹤0.01%
+3,393
895
$257K ﹤0.01%
+2,248
896
$256K ﹤0.01%
+1,567
897
$255K ﹤0.01%
+251
898
$251K ﹤0.01%
+2,480
899
$251K ﹤0.01%
+9,939
900
$250K ﹤0.01%
+11,499