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Ken Fisher Fisher Asset Management
AUM
$295B
1-Year Est. Return
32.61%
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
+32.61%
AUM
$295B
AUM Growth
+$1.9B
(+0.65%)
Holding
1,133
Top Buys
| 1 | +$1.88B | |
| 2 | +$1.41B | |
| 3 | +$1.17B | |
| 4 |
Cisco
CSCO
|
+$1.1B |
| 5 |
Novartis
NVS
|
+$984M |
Top Sells
| 1 | +$1.74B | |
| 2 | +$1.21B | |
| 3 | +$1.06B | |
| 4 |
Stryker
SYK
|
+$955M |
| 5 |
Boston Scientific
BSX
|
+$695M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 10.45% |
| 4 | Healthcare | 9.91% |
| 5 | Energy | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BCPC
1126
Balchem Corp
BCPC
$5.3B
| – | – |
-8,893
|
|
||
|
BPRE
1127
Bluerock Private Real Estate Fund
BPRE
| – | – |
-22,531
|
|
||
1128
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
| – | – |
-4,630
|
|
||
1129
BNY Mellon Core Bond ETF
BKAG
$2.13B
| – | – |
-19,981
|
|
||
1130
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.35B
| – | – |
-5,179
|
|
||
1131
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.56B
| – | – |
-10,897
|
|