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
301
$17.5M 0.01%
+452,056
302
$17M 0.01%
262,135
+80,462
303
$16.5M 0.01%
146,684
+907
304
$16.5M 0.01%
168,207
-1,488
305
$16.4M 0.01%
174,772
+18,842
306
$16.2M 0.01%
58,210
-5,551
307
$16.1M 0.01%
328,585
-25,960
308
$16.1M 0.01%
85,050
+29,490
309
$16M 0.01%
98,380
+11,189
310
$15.9M 0.01%
1,740,938
+97,296
311
$15.5M 0.01%
140,755
-6,715
312
$15.3M 0.01%
78,872
+1,475
313
$15M 0.01%
177,511
-5,993
314
$14.4M 0.01%
180,315
-61
315
$14.3M 0.01%
2,997,105
+191,270
316
$13.3M 0.01%
911,029
+633
317
$13.2M 0.01%
157,583
-3,733
318
$13M 0.01%
205,009
-2,169
319
$13M 0.01%
155,930
-3,688
320
$12.7M 0.01%
98,259
+8,083
321
$12.5M 0.01%
59,897
-551
322
$12.4M 0.01%
19,664
+2,243
323
$12.1M 0.01%
236,000
324
$12.1M 0.01%
436,062
+46,906
325
$11.8M 0.01%
17,114
-733