Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$10.9B 5.09%
25,927,345
+545,653
2
$9.58B 4.48%
55,883,815
+1,181,515
3
$8.25B 3.85%
91,334,220
+1,914,870
4
$7.68B 3.59%
42,566,342
+785,018
5
$6.99B 3.27%
46,325,074
+1,146,999
6
$6.67B 3.12%
82,840,685
+9,773,915
7
$5.21B 2.43%
28,867,563
+529,340
8
$3.95B 1.84%
29,008,073
-2,052,296
9
$3.65B 1.71%
4,692,855
+150,766
10
$3.45B 1.61%
8,982,333
+191,438
11
$3.27B 1.53%
10,841,178
-4,064,284
12
$3.07B 1.43%
26,431,190
+13,250,383
13
$3.06B 1.43%
8,341,641
+202,601
14
$3.01B 1.4%
3,099,478
-1,868,480
15
$2.87B 1.34%
21,681,770
+389,400
16
$2.82B 1.32%
17,859,776
+9,262,121
17
$2.74B 1.28%
5,648,192
+198,342
18
$2.67B 1.25%
16,449,821
+5,897,740
19
$2.66B 1.24%
56,629,948
+973,112
20
$2.6B 1.21%
43,195,718
+14,577,038
21
$2.54B 1.19%
9,112,626
+212,447
22
$2.54B 1.19%
4,185,475
+69,862
23
$2.45B 1.15%
12,253,382
+416,484
24
$2.36B 1.1%
5,658,587
+142,494
25
$2.28B 1.06%
4,515,293
-38,618