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
151
$138M 0.06%
563,885
+134,864
152
$135M 0.06%
3,072,176
-600,720
153
$130M 0.06%
524,735
-96,524
154
$130M 0.06%
1,697,010
+682,592
155
$128M 0.06%
1,464,304
-100,336
156
$123M 0.06%
483,039
-3,619
157
$122M 0.06%
14,376,303
-361,473
158
$120M 0.06%
1,158,707
-231,828
159
$118M 0.05%
2,006,637
-69,108
160
$117M 0.05%
1,819,130
+54,469
161
$115M 0.05%
1,886,010
+699,450
162
$115M 0.05%
440,523
-302,957
163
$108M 0.05%
780,765
-209,780
164
$108M 0.05%
1,385,242
-19,506
165
$107M 0.05%
1,074,490
-21,617
166
$105M 0.05%
1,947,611
+354,436
167
$102M 0.05%
181,708
-3,380
168
$100M 0.05%
1,137,321
+757,965
169
$97.9M 0.05%
843,566
-26,592
170
$97.1M 0.05%
3,544,248
-733,474
171
$96.9M 0.05%
988,540
+1,889
172
$96.6M 0.05%
586,280
-4,733
173
$96.5M 0.05%
1,303,697
-30,578
174
$93.2M 0.04%
743,773
-288,481
175
$92M 0.04%
4,605,341
-128,547