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 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
26
$1.35B 0.85%
32,163,974
+54,584
27
$1.25B 0.78%
8,864,440
+272,099
28
$1.21B 0.76%
3,963,150
+138,906
29
$1.18B 0.74%
22,290,297
+802,861
30
$1.17B 0.73%
7,569,406
+272,560
31
$1.16B 0.73%
14,881,574
+539,617
32
$1.14B 0.71%
2,837,053
+138,408
33
$1.13B 0.71%
18,830,493
+441,805
34
$1.12B 0.71%
9,734,282
+932,848
35
$1.08B 0.68%
12,926,059
+409,383
36
$1.07B 0.67%
6,904,377
+212,570
37
$1.07B 0.67%
6,449,935
+317,510
38
$1.07B 0.67%
13,460,724
-262,818
39
$1.05B 0.66%
23,170,344
+883,088
40
$1.04B 0.65%
14,153,018
+546,944
41
$1.03B 0.65%
2,713,876
+130,596
42
$1.02B 0.64%
4,615,365
+157,565
43
$972M 0.61%
48,596,840
+1,047,960
44
$972M 0.61%
1,926,422
+112,351
45
$942M 0.59%
17,885,092
-247,533
46
$941M 0.59%
10,021,656
+495,259
47
$939M 0.59%
8,101,764
+318,244
48
$909M 0.57%
9,962,426
+304,823
49
$893M 0.56%
9,742,297
+235,518
50
$892M 0.56%
3,750,386
+128,910