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
376
$5.7M ﹤0.01%
58,994
-837
377
$5.54M ﹤0.01%
11,783
+384
378
$5.49M ﹤0.01%
214,181
+5,230
379
$5.49M ﹤0.01%
88,738
-100
380
$5.47M ﹤0.01%
38,852
+10,125
381
$5.35M ﹤0.01%
19,404
-115
382
$5.26M ﹤0.01%
23,602
-2,886
383
$5.25M ﹤0.01%
50,712
+585
384
$5.11M ﹤0.01%
122,224
+1,205
385
$5.11M ﹤0.01%
42,755
-860
386
$5.08M ﹤0.01%
298,602
-15,404
387
$5.04M ﹤0.01%
25,013
-1,040
388
$5.03M ﹤0.01%
82,565
+11,658
389
$4.99M ﹤0.01%
20,577
-1,718
390
$4.85M ﹤0.01%
58,129
-1,793
391
$4.85M ﹤0.01%
36,229
+766
392
$4.82M ﹤0.01%
79,648
+3,191
393
$4.81M ﹤0.01%
88,546
+34,329
394
$4.8M ﹤0.01%
129,440
-1,002
395
$4.76M ﹤0.01%
25,465
+5,578
396
$4.68M ﹤0.01%
60,218
+50
397
$4.56M ﹤0.01%
2,083
-439
398
$4.42M ﹤0.01%
181,025
+42,075
399
$4.34M ﹤0.01%
122,355
+26,595
400
$4.33M ﹤0.01%
205,478
+17,288
14 15
16
17 18