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
76
$774M 0.36%
1,610,690
+47,831
77
$773M 0.36%
20,514,923
+1,345,920
78
$741M 0.35%
3,294,175
-116,684
79
$729M 0.34%
7,626,878
+498,599
80
$718M 0.34%
14,310,220
+3,479,970
81
$686M 0.32%
141,764,508
-1,787,102
82
$682M 0.32%
1,660,629
+179,171
83
$679M 0.32%
29,845,183
-121,737
84
$678M 0.32%
13,947,583
-342,808
85
$672M 0.31%
15,668,260
+631,379
86
$670M 0.31%
3,248,412
-1,759,133
87
$654M 0.31%
9,653,411
+277,218
88
$624M 0.29%
52,693,557
-1,757,503
89
$621M 0.29%
5,015,789
+105,747
90
$620M 0.29%
2,065,906
-16,713
91
$618M 0.29%
6,508,431
+146,882
92
$611M 0.29%
11,823,584
+559,980
93
$584M 0.27%
34,082,330
+2,288,770
94
$565M 0.26%
9,293,386
+293,180
95
$495M 0.23%
5,312,943
+245,847
96
$494M 0.23%
4,669,059
+122,027
97
$472M 0.22%
4,383,882
+337,353
98
$460M 0.21%
6,151,272
-229,852
99
$430M 0.2%
4,928,423
+335,964
100
$415M 0.19%
4,060,985
+132,954