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
$48B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$543M
2 +$75.8M
3 +$57M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$56.8M
5
BABA icon
Alibaba
BABA
+$52.3M

Top Sells

1 +$571M
2 +$76.5M
3 +$39.1M
4
NVO icon
Novo Nordisk
NVO
+$36.4M
5
GILD icon
Gilead Sciences
GILD
+$25.5M

Sector Composition

1 Financials 20.2%
2 Healthcare 14.84%
3 Technology 13.02%
4 Consumer Discretionary 7.11%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$2.63M 0.01%
113,857
377
$2.58M 0.01%
74,090
-9,720
378
$2.57M 0.01%
+34,691
379
$2.54M 0.01%
+96,686
380
$2.51M 0.01%
45,502
-56,817
381
$2.44M 0.01%
+69,478
382
$2.44M 0.01%
133,268
-639,186
383
$2.41M 0.01%
+92,822
384
$2.36M ﹤0.01%
+224,216
385
$2.26M ﹤0.01%
+122,669
386
$2.23M ﹤0.01%
67,223
-875
387
$2.21M ﹤0.01%
+82,879
388
$2.16M ﹤0.01%
+143,763
389
$2.11M ﹤0.01%
+235,028
390
$2.11M ﹤0.01%
+39,032
391
$2.09M ﹤0.01%
+53,990
392
$2.09M ﹤0.01%
+143,679
393
$2.06M ﹤0.01%
+50,391
394
$2M ﹤0.01%
+295,662
395
$1.99M ﹤0.01%
80,686
+12,324
396
$1.95M ﹤0.01%
10
+1
397
$1.94M ﹤0.01%
14,076
+25
398
$1.89M ﹤0.01%
38,426
+25,070
399
$1.89M ﹤0.01%
+258,720
400
$1.87M ﹤0.01%
+110,345