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 Fund
S&P 500
1 Year Est. Return
+24.78%
AUM
$75.4B
AUM Growth
-$1.16B
(-1.5%)
Holding
991
Top Buys
| 1 | +$1.49B | |
| 2 | +$431M | |
| 3 | +$378M | |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$330M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$178M |
Top Sells
| 1 | +$1.51B | |
| 2 | +$436M | |
| 3 | +$305M | |
| 4 |
American Express
AXP
|
+$198M |
| 5 |
CAA
CalAtlantic Group, Inc.
CAA
|
+$123M |
Sector Composition
| 1 | Financials | 16.58% |
| 2 | Technology | 14.9% |
| 3 | Healthcare | 12.05% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Consumer Staples | 5.59% |