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
926
$214K ﹤0.01%
+3,685
927
$213K ﹤0.01%
4,212
-2,326
928
$213K ﹤0.01%
+509
929
$212K ﹤0.01%
1,466
-894
930
$212K ﹤0.01%
993
-202
931
$212K ﹤0.01%
1,182
-1,957
932
$210K ﹤0.01%
9,348
-2,484
933
$210K ﹤0.01%
+6,639
934
$210K ﹤0.01%
+4,928
935
$208K ﹤0.01%
2,902
-3,565
936
$206K ﹤0.01%
5,589
-691
937
$206K ﹤0.01%
54,982
+28
938
$206K ﹤0.01%
+2,685
939
$205K ﹤0.01%
1,273
-266
940
$204K ﹤0.01%
+4,152
941
$203K ﹤0.01%
7,792
-972
942
$203K ﹤0.01%
+8,120
943
$201K ﹤0.01%
+14,280
944
$201K ﹤0.01%
+2,704
945
$199K ﹤0.01%
+10,069
946
$188K ﹤0.01%
+44,000
947
$187K ﹤0.01%
+22,500
948
$179K ﹤0.01%
+11,654
949
$174K ﹤0.01%
+12,432
950
$163K ﹤0.01%
+29,400