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
951
$159K ﹤0.01%
+11,440
952
$158K ﹤0.01%
+16,724
953
$141K ﹤0.01%
+11,341
954
$139K ﹤0.01%
12,646
955
$136K ﹤0.01%
+16,520
956
$128K ﹤0.01%
+12,215
957
$121K ﹤0.01%
+10,316
958
$109K ﹤0.01%
12,027
-2,589
959
$83.3K ﹤0.01%
2,146
+741
960
$68.5K ﹤0.01%
16,000
961
$52.1K ﹤0.01%
+12,088
962
$14.8K ﹤0.01%
+10,500
963
$10K ﹤0.01%
+629
964
-4,217
965
-1
966
-2,926
967
-18,505
968
-2,718
969
-2,585
970
-825
971
-1,326
972
-2,245
973
-1,511
974
-20,766
975
-2,521