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
526
$3.8M ﹤0.01%
87,579
-6,364
527
$3.79M ﹤0.01%
4,492
-123
528
$3.72M ﹤0.01%
151,881
+13,594
529
$3.63M ﹤0.01%
14,818
-136
530
$3.55M ﹤0.01%
98,959
+7,745
531
$3.51M ﹤0.01%
38,960
-1
532
$3.45M ﹤0.01%
132,540
-2,569
533
$3.36M ﹤0.01%
17,590
-296
534
$3.35M ﹤0.01%
19,076
-2,043
535
$3.33M ﹤0.01%
6,373
+563
536
$3.28M ﹤0.01%
12,672
+7,572
537
$3.28M ﹤0.01%
+65,784
538
$3.26M ﹤0.01%
40,824
+979
539
$3.22M ﹤0.01%
495,317
-38,810
540
$3.22M ﹤0.01%
132,669
+1,705
541
$3.18M ﹤0.01%
16,499
+1,842
542
$3.17M ﹤0.01%
9,128
-98
543
$3.15M ﹤0.01%
99,280
+19,791
544
$3.14M ﹤0.01%
148,799
-4
545
$3.09M ﹤0.01%
46,699
+592
546
$3.08M ﹤0.01%
61,156
-3,527
547
$3.05M ﹤0.01%
87,426
+14,033
548
$3.02M ﹤0.01%
72,021
+10,652
549
$3.01M ﹤0.01%
46,820
+10,261
550
$2.89M ﹤0.01%
49,280
-1,771