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
476
$1.94M ﹤0.01%
52,817
-9,707
477
$1.92M ﹤0.01%
24,736
+314
478
$1.9M ﹤0.01%
30,736
-347
479
$1.89M ﹤0.01%
19,192
-1,504
480
$1.88M ﹤0.01%
27,849
-67
481
$1.87M ﹤0.01%
24,187
-641
482
$1.87M ﹤0.01%
3,651
-275
483
$1.82M ﹤0.01%
38,168
-289
484
$1.82M ﹤0.01%
32,260
+4,460
485
$1.74M ﹤0.01%
23,590
+731
486
$1.72M ﹤0.01%
23,703
-33
487
$1.71M ﹤0.01%
136,489
+4,305
488
$1.7M ﹤0.01%
7,016
+3,057
489
$1.68M ﹤0.01%
19,995
-3,500
490
$1.68M ﹤0.01%
33,187
-304
491
$1.67M ﹤0.01%
+9,859
492
$1.64M ﹤0.01%
53,754
-324
493
$1.6M ﹤0.01%
14,568
-101,500
494
$1.56M ﹤0.01%
48,901
-13,096
495
$1.53M ﹤0.01%
7,198
-80
496
$1.48M ﹤0.01%
18,934
+179
497
$1.48M ﹤0.01%
3,434
+197
498
$1.46M ﹤0.01%
14,769
+204
499
$1.45M ﹤0.01%
4,184
-365
500
$1.45M ﹤0.01%
9,281
+853
18 19
20
21 22