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
276
$22.5M 0.01%
665,171
-629,303
277
$22.5M 0.01%
3,968,012
+12,156
278
$22.3M 0.01%
+2,263,553
279
$22.1M 0.01%
115,883
+258
280
$22.1M 0.01%
178,797
+18,472
281
$21.8M 0.01%
162,369
-61
282
$21.4M 0.01%
256,923
-3,897
283
$21.2M 0.01%
761,568
+10,847
284
$21.1M 0.01%
675,291
+34,978
285
$20.8M 0.01%
111,370
+59
286
$20.7M 0.01%
580,420
-28,972
287
$20.1M 0.01%
+914,838
288
$19.9M 0.01%
220,607
-13,963
289
$19.7M 0.01%
205,482
-2,805
290
$19.7M 0.01%
196,591
-5,565
291
$19.2M 0.01%
329,063
+2,482
292
$19M 0.01%
77,924
+5,106
293
$18.8M 0.01%
1,229,772
-1,824
294
$18.8M 0.01%
878,572
-496
295
$18.6M 0.01%
776,928
-29,696
296
$18.6M 0.01%
259,239
-13,832
297
$18.6M 0.01%
1,053,311
+28,170
298
$18M 0.01%
278,512
+3,908
299
$18M 0.01%
225,341
+168
300
$17.7M 0.01%
308,799
-8,863
10 11
12
13 14