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
126
$224M 0.1%
403,240
+13,146
127
$216M 0.1%
1,773,901
+22,496
128
$214M 0.1%
1,045,761
-21,301
129
$210M 0.1%
7,509,684
-972,614
130
$209M 0.1%
4,427,528
+70,184
131
$205M 0.1%
2,141,695
-55,898
132
$205M 0.1%
1,485,979
+46,531
133
$201M 0.09%
4,500,610
-194,439
134
$198M 0.09%
16,255,974
-1,906,171
135
$189M 0.09%
4,067,097
-8,951
136
$189M 0.09%
2,111,671
+120,668
137
$187M 0.09%
65,550,786
-3,718,027
138
$180M 0.08%
1,286,383
+211,207
139
$176M 0.08%
603,944
+24,932
140
$173M 0.08%
4,142,685
-63,888
141
$158M 0.07%
3,103,153
-105,061
142
$156M 0.07%
14,225,206
-3,118,040
143
$150M 0.07%
2,112,450
-53,077
144
$147M 0.07%
2,076,265
-23,421
145
$147M 0.07%
1,902,696
-6,039
146
$146M 0.07%
795,349
-45,620
147
$142M 0.07%
781,960
-35,058
148
$141M 0.07%
552,327
-19,054
149
$140M 0.07%
1,447,875
+17,266
150
$140M 0.07%
6,155,684
-341,109