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
501
$1.43M ﹤0.01%
30,040
-630
502
$1.42M ﹤0.01%
32,861
-290
503
$1.42M ﹤0.01%
8,001
-36
504
$1.42M ﹤0.01%
10,364
-1,612
505
$1.4M ﹤0.01%
6,996
-5,525
506
$1.37M ﹤0.01%
17,611
+165
507
$1.35M ﹤0.01%
21,843
-4,365
508
$1.35M ﹤0.01%
3,934
+2,318
509
$1.32M ﹤0.01%
102,624
+21,106
510
$1.32M ﹤0.01%
6,926
-660
511
$1.32M ﹤0.01%
4,425
-573
512
$1.3M ﹤0.01%
+52,896
513
$1.28M ﹤0.01%
12,691
-158
514
$1.27M ﹤0.01%
10,992
-1,211
515
$1.25M ﹤0.01%
25,640
-654
516
$1.24M ﹤0.01%
30,842
-163,212
517
$1.24M ﹤0.01%
35,412
-23,244
518
$1.24M ﹤0.01%
44,670
-1,594
519
$1.22M ﹤0.01%
3,969
-301
520
$1.21M ﹤0.01%
6,165
-2,397
521
$1.19M ﹤0.01%
6,639
-1,374
522
$1.19M ﹤0.01%
+22,289
523
$1.11M ﹤0.01%
+99,865
524
$1.1M ﹤0.01%
4,648
-197
525
$1.1M ﹤0.01%
4,905
-1,380
19 20
21
22 23