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
551
$948K ﹤0.01%
63,817
-15,539
552
$941K ﹤0.01%
12,154
-625
553
$940K ﹤0.01%
37,859
+100
554
$930K ﹤0.01%
21,597
-944
555
$926K ﹤0.01%
14,781
+698
556
$908K ﹤0.01%
15,204
+170
557
$895K ﹤0.01%
4,558
-641
558
$894K ﹤0.01%
7,044
-74
559
$893K ﹤0.01%
3,894
+1,589
560
$888K ﹤0.01%
12,555
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561
$863K ﹤0.01%
19,062
+4,197
562
$857K ﹤0.01%
59,675
-1,017
563
$855K ﹤0.01%
11,259
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564
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+90,053
565
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16,626
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566
$840K ﹤0.01%
10,462
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567
$839K ﹤0.01%
35,858
568
$820K ﹤0.01%
14,966
-1,727
569
$819K ﹤0.01%
10,008
+361
570
$816K ﹤0.01%
+9,704
571
$816K ﹤0.01%
26,592
-154
572
$810K ﹤0.01%
32,142
-11,373
573
$806K ﹤0.01%
5,442
+2,194
574
$805K ﹤0.01%
30,902
-311
575
$792K ﹤0.01%
5,758
+2,532