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
176
$91.5M 0.04%
2,293,014
-71,322
177
$89.2M 0.04%
2,997,741
-62,702
178
$87.7M 0.04%
988,703
-149,187
179
$82.1M 0.04%
838,647
-2,638
180
$81.9M 0.04%
1,036,315
-28,455
181
$78.5M 0.04%
804,636
-2,509
182
$77.7M 0.04%
668,510
-1,058,403
183
$77.5M 0.04%
397,404
-16,658
184
$75M 0.04%
1,726,576
-95,081
185
$74.2M 0.03%
2,890,078
+45,823
186
$73.8M 0.03%
2,185,253
-164,592
187
$71.5M 0.03%
1,562,392
-9,968
188
$71.2M 0.03%
2,512,839
+647,806
189
$69.7M 0.03%
6,815,132
+84,164
190
$69.3M 0.03%
411,577
-6,486
191
$69.2M 0.03%
4,172,791
+251,543
192
$69M 0.03%
1,649,012
+10,568
193
$68.8M 0.03%
964,058
-23,048
194
$67.1M 0.03%
1,041,899
-252,100
195
$66M 0.03%
366,372
-5,196
196
$65.7M 0.03%
933,100
-45,652
197
$65.1M 0.03%
161,273
-4,486
198
$64.6M 0.03%
1,038,830
-33,749
199
$64M 0.03%
7,910,866
+1,335,314
200
$62.1M 0.03%
1,437,758
+174