Ken Fisher

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
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159B
AUM Growth
+$17.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$280M
3
+$223M
4
AMZN icon
Amazon
AMZN
+$203M
5
V icon
Visa
V
+$184M

Top Sells

1
+$86.3M
2
+$79.2M
3
+$44.4M
4
KSU
Kansas City Southern
KSU
+$43M
5
VALE icon
Vale
VALE
+$31.2M

Sector Composition

1 Technology 25.97%
2 Financials 12.67%
3 Consumer Discretionary 11.32%
4 Healthcare 10.27%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.5M 0.03%
145,038
+8,209
227
$41.4M 0.03%
1,005,372
-42,669
228
$41.4M 0.03%
775,770
-32,783
229
$40.3M 0.03%
491,647
-627
230
$39.1M 0.02%
339,441
+36,088
231
$39M 0.02%
436,636
-13,017
232
$38.4M 0.02%
731,092
+444,216
233
$37.7M 0.02%
1,493,125
-33,974
234
$36.9M 0.02%
708,532
-70,592
235
$36.9M 0.02%
243,482
+4,901
236
$36.7M 0.02%
2,226,838
-63,538
237
$36.4M 0.02%
105,075
+6,497
238
$35.9M 0.02%
1,099,617
+965
239
$35.5M 0.02%
217,581
+6,603
240
$35.2M 0.02%
501,235
-34,458
241
$34.8M 0.02%
2,232,820
-37,418
242
$33.8M 0.02%
153,896
+5,651
243
$33.2M 0.02%
868,120
+24,957
244
$32.6M 0.02%
2,142,904
-70,954
245
$32.5M 0.02%
1,501,319
-1,810
246
$31.9M 0.02%
158,787
-386
247
$31.8M 0.02%
150,949
-856
248
$31.8M 0.02%
+2,011,231
249
$31.2M 0.02%
495,417
+13,685
250
$30.9M 0.02%
2,400,619
-164,551
8 9
10
11 12