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
551
$2.89M ﹤0.01%
21,195
-2,508
552
$2.88M ﹤0.01%
187,241
+21,024
553
$2.87M ﹤0.01%
6,303
-550
554
$2.84M ﹤0.01%
5,406
-2,587
555
$2.84M ﹤0.01%
770,303
-6,312
556
$2.83M ﹤0.01%
152,930
+9,876
557
$2.74M ﹤0.01%
26,315
+2,595
558
$2.74M ﹤0.01%
18,686
-4,442
559
$2.66M ﹤0.01%
222,421
+5,529
560
$2.61M ﹤0.01%
81,011
-6,353
561
$2.6M ﹤0.01%
49,455
-3,397
562
$2.55M ﹤0.01%
331,456
-14,914
563
$2.54M ﹤0.01%
50,091
+2,261
564
$2.54M ﹤0.01%
5,976
-407
565
$2.53M ﹤0.01%
59,661
+760
566
$2.5M ﹤0.01%
78,616
+1,090
567
$2.44M ﹤0.01%
207,691
+49,082
568
$2.44M ﹤0.01%
6,255
-41
569
$2.41M ﹤0.01%
62,612
-7,556
570
$2.4M ﹤0.01%
253,785
+5,743
571
$2.39M ﹤0.01%
8,351
+1,772
572
$2.38M ﹤0.01%
37,219
-33,729
573
$2.36M ﹤0.01%
17,890
-416
574
$2.34M ﹤0.01%
132,607
-61,867
575
$2.33M ﹤0.01%
18,021
+4,404