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
426
$2.98M ﹤0.01%
35,386
+606
427
$2.94M ﹤0.01%
114,623
-1,054
428
$2.88M ﹤0.01%
5,159
+44
429
$2.87M ﹤0.01%
10,570
-807
430
$2.86M ﹤0.01%
46,781
-1,873
431
$2.85M ﹤0.01%
16,364
+987
432
$2.8M ﹤0.01%
49,206
+7
433
$2.79M ﹤0.01%
66,919
+143
434
$2.75M ﹤0.01%
11,335
-714
435
$2.68M ﹤0.01%
21,918
-984
436
$2.66M ﹤0.01%
40,509
-17,609
437
$2.62M ﹤0.01%
46,808
+2,176
438
$2.62M ﹤0.01%
20,700
-105
439
$2.59M ﹤0.01%
6,059
-1,301
440
$2.58M ﹤0.01%
28,418
-330
441
$2.58M ﹤0.01%
11,551
-726
442
$2.58M ﹤0.01%
37,909
-2,239
443
$2.56M ﹤0.01%
21,954
444
$2.53M ﹤0.01%
16,771
+295
445
$2.48M ﹤0.01%
12,546
-1,204
446
$2.48M ﹤0.01%
46,534
-2,017
447
$2.44M ﹤0.01%
27,770
-146,650
448
$2.43M ﹤0.01%
6,045
+1,231
449
$2.4M ﹤0.01%
8,384
+1,084
450
$2.36M ﹤0.01%
51,944
-1,253
16 17
18
19 20