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
451
$2.3M ﹤0.01%
16,245
-4,049
452
$2.3M ﹤0.01%
43,036
-218,228
453
$2.28M ﹤0.01%
42,132
+4,680
454
$2.28M ﹤0.01%
18,382
-863
455
$2.24M ﹤0.01%
47,738
-3,712
456
$2.23M ﹤0.01%
11,873
-266
457
$2.22M ﹤0.01%
28,748
458
$2.22M ﹤0.01%
78,120
-4,320
459
$2.19M ﹤0.01%
72,873
460
$2.18M ﹤0.01%
88,803
+5,103
461
$2.18M ﹤0.01%
24,048
+179
462
$2.17M ﹤0.01%
27,968
-502
463
$2.17M ﹤0.01%
15,494
-1,417
464
$2.16M ﹤0.01%
32,208
+4,369
465
$2.16M ﹤0.01%
36,793
-273
466
$2.1M ﹤0.01%
26,608
-145
467
$2.04M ﹤0.01%
18,544
-1,882
468
$2.04M ﹤0.01%
93,693
-11,006
469
$2M ﹤0.01%
41,967
+401
470
$1.99M ﹤0.01%
20,220
-788
471
$1.97M ﹤0.01%
15,042
-1,274
472
$1.96M ﹤0.01%
26,151
-6,344
473
$1.95M ﹤0.01%
10,607
+108
474
$1.94M ﹤0.01%
10,981
-1
475
$1.94M ﹤0.01%
164,202
17 18
19
20 21