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
251
$30.2M 0.02%
123,834
+569
252
$29.7M 0.02%
7,618,098
+147,778
253
$29.6M 0.02%
760,032
-74,318
254
$29.3M 0.02%
+967,460
255
$28.2M 0.02%
209,385
-14,271
256
$27.7M 0.02%
502,703
-25,520
257
$26.6M 0.02%
391,060
-19,186
258
$26.5M 0.02%
433,736
-320
259
$26.3M 0.02%
485,792
-18,935
260
$25.8M 0.02%
718,845
-41,242
261
$25.7M 0.02%
1,050,058
-212,043
262
$25.6M 0.02%
1,268,440
-2,222
263
$25.4M 0.02%
355,353
-21,085
264
$24.5M 0.02%
631,544
-25,505
265
$23.9M 0.02%
980,972
+1,642
266
$23.8M 0.02%
165,016
+3,895
267
$23.8M 0.01%
341,093
+6,289
268
$23.6M 0.01%
831,983
-22,406
269
$23.5M 0.01%
975,962
-53,010
270
$23.1M 0.01%
216,824
+16,184
271
$23.1M 0.01%
+203,434
272
$23.1M 0.01%
193,014
-14,785
273
$22.9M 0.01%
568,935
+36,009
274
$22.8M 0.01%
156,070
+128,150
275
$22.6M 0.01%
242,785
-13,876