Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.1B
AUM Growth
+$3.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$371M
3
+$207M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$146M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$51.9M

Top Sells

1
+$290M
2
+$272M
3
+$268M
4
AAPL icon
Apple
AAPL
+$139M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$80.2M

Sector Composition

1 Financials 19.72%
2 Technology 12.76%
3 Healthcare 12.06%
4 Consumer Discretionary 7.83%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5M 0.01%
94,060
-11,950
277
$4.99M 0.01%
34,780
-675
278
$4.94M 0.01%
49,348
+26,445
279
$4.93M 0.01%
37,231
-14,695
280
$4.46M 0.01%
377,340
-96,850
281
$4.38M 0.01%
58,900
-40
282
$3.89M 0.01%
150,500
283
$3.81M 0.01%
96,800
284
$3.7M 0.01%
164,672
285
$3.66M 0.01%
209,920
286
$3.58M 0.01%
160,500
+200
287
$3.54M 0.01%
214,000
-250
288
$3.3M 0.01%
75,900
+15,100
289
$3.23M 0.01%
61,550
+200
290
$3.2M 0.01%
143,200
291
$3.15M 0.01%
74,200
-17,200
292
$3M 0.01%
34,470
-52,025
293
$2.95M 0.01%
73,643
-327,010
294
$2.88M 0.01%
54,280
+1,880
295
$2.87M 0.01%
44,440
+40
296
$2.84M 0.01%
153,434
297
$2.83M 0.01%
35,314
+1,824
298
$2.71M 0.01%
160,888
-9,967
299
$2.49M 0.01%
93,797
-82,315
300
$2.44M 0.01%
78,398
-34,314
10 11
12
13 14