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
576
-4,481
577
-17,458
578
-10,000
579
-517,239
580
-2,194
581
-2,871
582
-11,955
583
-20,000
584
-5,471
585
-15,485
586
-6,723
587
-21,580
588
-4,500
589
-17,336
590
-3,872
591
-7,747
592
-112,063
593
-2,545
594
-4,419
595
-2,605
596
-25,000
597
-5,852
598
-6,706
599
-25,980
600
-3,898