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
326
$11.6M 0.01%
173,693
-1,665
327
$11.5M 0.01%
309,714
+32,669
328
$11.4M 0.01%
302,488
-5,866
329
$11.4M 0.01%
439,338
+1,497
330
$11.2M 0.01%
50,269
+451
331
$11.1M 0.01%
93,653
-3,186
332
$11M 0.01%
128,433
+1,042
333
$11M 0.01%
145,906
+8,640
334
$11M 0.01%
44,529
+8,224
335
$11M 0.01%
1,211,692
+164,480
336
$10.9M 0.01%
312,793
-12,782
337
$10.1M 0.01%
135,959
-4,664
338
$10.1M 0.01%
65,409
+1,302
339
$9.98M 0.01%
115,891
-16,004
340
$9.91M 0.01%
31,072
-1,318
341
$9.75M 0.01%
243,775
+132,571
342
$9.73M 0.01%
459,081
+4,771
343
$9.52M 0.01%
113,192
344
$9.01M 0.01%
13,003
-1,581
345
$8.69M 0.01%
152,480
-10,314
346
$8.69M 0.01%
171,679
+4,002
347
$8.67M 0.01%
164,152
348
$8.53M 0.01%
57,582
-1,216
349
$8.2M 0.01%
154,225
+2,219
350
$7.82M ﹤0.01%
38,000
-8