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
351
$7.68M ﹤0.01%
101,681
+5,771
352
$7.58M ﹤0.01%
2,203,740
-66,355
353
$7.53M ﹤0.01%
62,967
-1,383
354
$7.49M ﹤0.01%
204,083
+11,981
355
$7.39M ﹤0.01%
173,313
+852
356
$7.38M ﹤0.01%
474,162
-3,417
357
$7.29M ﹤0.01%
7,680
+777
358
$7.17M ﹤0.01%
313,576
+16,443
359
$6.78M ﹤0.01%
160,485
+4,097
360
$6.75M ﹤0.01%
47,986
+2,484
361
$6.39M ﹤0.01%
135,333
+16,293
362
$6.26M ﹤0.01%
24,362
+115
363
$6.25M ﹤0.01%
213,000
364
$6.2M ﹤0.01%
308,932
+7,704
365
$6.14M ﹤0.01%
271,136
+1,984
366
$6.06M ﹤0.01%
167,289
+994
367
$6.01M ﹤0.01%
77,015
-13,845
368
$6M ﹤0.01%
61,649
+3,473
369
$5.99M ﹤0.01%
966,189
-12,973
370
$5.98M ﹤0.01%
103,395
+1,596
371
$5.91M ﹤0.01%
94,716
+17,405
372
$5.79M ﹤0.01%
141,166
+8,642
373
$5.79M ﹤0.01%
48,286
-593
374
$5.79M ﹤0.01%
208,534
+11,118
375
$5.78M ﹤0.01%
282,000
-348