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
526
$1.1M ﹤0.01%
+51,457
527
$1.08M ﹤0.01%
28,053
+3,723
528
$1.07M ﹤0.01%
39,130
-1,754
529
$1.07M ﹤0.01%
24,295
+612
530
$1.06M ﹤0.01%
14,020
-730
531
$1.06M ﹤0.01%
+218,305
532
$1.05M ﹤0.01%
30,524
-3,365
533
$1.03M ﹤0.01%
15,487
+282
534
$1.03M ﹤0.01%
52,238
+34,492
535
$1.02M ﹤0.01%
9,817
+1,221
536
$1.02M ﹤0.01%
13,852
-24,242
537
$1.02M ﹤0.01%
10,852
-240
538
$1.01M ﹤0.01%
99,209
-1,167
539
$1.01M ﹤0.01%
6,557
-232
540
$1M ﹤0.01%
+22,004
541
$999K ﹤0.01%
64,110
-8,541
542
$997K ﹤0.01%
4,177
+76
543
$990K ﹤0.01%
25,834
-2,279
544
$978K ﹤0.01%
2,584
-625
545
$973K ﹤0.01%
12,307
+2,442
546
$972K ﹤0.01%
19,918
+101
547
$967K ﹤0.01%
15,940
-10
548
$958K ﹤0.01%
22,951
-204,240
549
$957K ﹤0.01%
15,814
+4,156
550
$949K ﹤0.01%
7,411
+1,025