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
401
$4.31M ﹤0.01%
35,357
-18,170
402
$4.25M ﹤0.01%
163,320
+15,753
403
$4.22M ﹤0.01%
70,737
+5,801
404
$4.13M ﹤0.01%
18,852
-262
405
$3.91M ﹤0.01%
68,680
-74
406
$3.81M ﹤0.01%
104,442
-340
407
$3.74M ﹤0.01%
99,135
+4,655
408
$3.69M ﹤0.01%
258,044
-19,245
409
$3.67M ﹤0.01%
37,076
+4,100
410
$3.67M ﹤0.01%
136,354
+3,896
411
$3.65M ﹤0.01%
22,846
-1,658
412
$3.58M ﹤0.01%
31,814
+352
413
$3.58M ﹤0.01%
24,755
-570
414
$3.5M ﹤0.01%
28,116
+2,163
415
$3.49M ﹤0.01%
89,833
+4,755
416
$3.42M ﹤0.01%
93,206
-4,136
417
$3.33M ﹤0.01%
28,708
+1,144
418
$3.32M ﹤0.01%
125,578
+29
419
$3.28M ﹤0.01%
16,091
+3,175
420
$3.19M ﹤0.01%
15,446
-81
421
$3.17M ﹤0.01%
9,460
+5,164
422
$3.17M ﹤0.01%
13,992
+171
423
$3.17M ﹤0.01%
20,126
-22
424
$3.1M ﹤0.01%
+60,043
425
$2.99M ﹤0.01%
52,771
-4,237
15 16
17
18 19