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
851
$329K ﹤0.01%
9,988
-6,659
852
$329K ﹤0.01%
+13,612
853
$328K ﹤0.01%
+1,208
854
$328K ﹤0.01%
5,692
-3,688
855
$328K ﹤0.01%
16,945
-18,243
856
$328K ﹤0.01%
+3,593
857
$319K ﹤0.01%
4,882
-289
858
$319K ﹤0.01%
2,008
-364
859
$318K ﹤0.01%
4,739
-1,493
860
$318K ﹤0.01%
6,018
+62
861
$310K ﹤0.01%
7,179
-1,952
862
$307K ﹤0.01%
12,504
-3,262
863
$300K ﹤0.01%
1,238
+66
864
$299K ﹤0.01%
+11,010
865
$299K ﹤0.01%
12,134
-22
866
$295K ﹤0.01%
+673
867
$295K ﹤0.01%
+5,878
868
$293K ﹤0.01%
1,528
-1,176
869
$293K ﹤0.01%
1,890
-465
870
$292K ﹤0.01%
1,179
-113
871
$290K ﹤0.01%
5,002
-164
872
$290K ﹤0.01%
+3,197
873
$289K ﹤0.01%
+1,418
874
$289K ﹤0.01%
4,183
+338
875
$287K ﹤0.01%
1,796
-435