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 Inc. Common Stock
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
376
$14M 0.01%
317,546
-12,513
377
$14M 0.01%
473,301
-15,389
378
$13.9M 0.01%
290,501
-2,559
379
$13.7M 0.01%
369,348
380
$13.7M 0.01%
4,762,710
+136,390
381
$13.7M 0.01%
354,023
-29,121
382
$13.7M 0.01%
32,474
-4,380
383
$13.3M 0.01%
187,197
+92,591
384
$13.3M 0.01%
61,544
-2,234
385
$13.3M 0.01%
130,059
+600
386
$13.2M 0.01%
147,421
387
$13.1M 0.01%
519,929
+159,101
388
$13M 0.01%
361,335
-4,463
389
$12.9M 0.01%
326,029
+80,728
390
$12.8M 0.01%
754,291
-8,552
391
$12.5M 0.01%
72,845
+93
392
$12.5M 0.01%
91,963
+16
393
$12.4M 0.01%
1,530,243
-20,881
394
$12.2M 0.01%
225,753
+2,322
395
$12M 0.01%
170,499
+1,384
396
$11.8M 0.01%
498,930
+433,094
397
$11.8M 0.01%
143,846
-5,250
398
$11.6M 0.01%
328,253
+26,000
399
$11.6M 0.01%
348,736
+8,109
400
$11.6M 0.01%
516,084
-255