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
576
$784K ﹤0.01%
13,982
577
$777K ﹤0.01%
1,948
-69
578
$773K ﹤0.01%
12,800
+544
579
$769K ﹤0.01%
3,140
-120
580
$768K ﹤0.01%
14,172
-193
581
$761K ﹤0.01%
2,535
-391
582
$752K ﹤0.01%
36,515
+13
583
$752K ﹤0.01%
8,583
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584
$750K ﹤0.01%
14,582
-1,452
585
$727K ﹤0.01%
71,670
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586
$705K ﹤0.01%
67,430
+37,111
587
$696K ﹤0.01%
2,963
+1,371
588
$694K ﹤0.01%
32,091
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589
$692K ﹤0.01%
7,012
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590
$687K ﹤0.01%
17,969
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591
$676K ﹤0.01%
9,660
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592
$671K ﹤0.01%
10,742
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593
$663K ﹤0.01%
+4,578
594
$640K ﹤0.01%
3,907
-96
595
$634K ﹤0.01%
8,040
-111
596
$632K ﹤0.01%
7,417
-135
597
$626K ﹤0.01%
+9,873
598
$624K ﹤0.01%
10,073
+300
599
$623K ﹤0.01%
7,620
+53
600
$623K ﹤0.01%
6,531
-3,799