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
201
$61.1M 0.03%
532,337
-7,406
202
$60.2M 0.03%
1,831,175
-2,417
203
$59.6M 0.03%
698,040
-13,627
204
$59.4M 0.03%
346,799
+2,640
205
$59.3M 0.03%
307,749
+2,185
206
$59.1M 0.03%
4,946,787
-11,267
207
$58.7M 0.03%
690,268
-84,446
208
$58.5M 0.03%
122,266
-1,371
209
$57.9M 0.03%
435,365
-20,616
210
$56.8M 0.03%
181,771
-4,536
211
$56.3M 0.03%
2,482,891
-16,854
212
$55.8M 0.03%
1,814,898
+13,883
213
$54.8M 0.03%
1,303,065
-16,940
214
$54.4M 0.03%
+8,478,338
215
$53.9M 0.03%
681,941
-108,086
216
$53.9M 0.03%
419,842
-2,962
217
$53.7M 0.03%
281,065
+14,785
218
$53.5M 0.03%
3,074,406
-410,980
219
$53.1M 0.02%
2,130,448
+89,471
220
$52.8M 0.02%
1,903,225
+15,888
221
$52.2M 0.02%
3,027,531
+13,723
222
$52M 0.02%
1,138,617
+197,854
223
$51.9M 0.02%
214,007
+1,305
224
$51.5M 0.02%
853,911
+3,735
225
$51.4M 0.02%
397,717
+18,543