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
901
$247K ﹤0.01%
851
-173
902
$244K ﹤0.01%
1,119
-346
903
$243K ﹤0.01%
1,082
-140
904
$243K ﹤0.01%
+30
905
$243K ﹤0.01%
+4,574
906
$241K ﹤0.01%
+8,469
907
$239K ﹤0.01%
+10,197
908
$237K ﹤0.01%
+2,608
909
$236K ﹤0.01%
+11,644
910
$236K ﹤0.01%
6,048
-672
911
$233K ﹤0.01%
+28,552
912
$232K ﹤0.01%
+10,104
913
$231K ﹤0.01%
3,486
-426
914
$229K ﹤0.01%
+15,081
915
$224K ﹤0.01%
6,188
+70
916
$224K ﹤0.01%
16,068
917
$224K ﹤0.01%
+8,830
918
$220K ﹤0.01%
3,793
-243
919
$220K ﹤0.01%
23,631
-406
920
$220K ﹤0.01%
+2,190
921
$219K ﹤0.01%
+10,196
922
$219K ﹤0.01%
1,778
-2,339
923
$219K ﹤0.01%
839
-331
924
$219K ﹤0.01%
+3,841
925
$216K ﹤0.01%
2,106
-529