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
601
$621K ﹤0.01%
18,148
+824
602
$620K ﹤0.01%
9,003
-260
603
$606K ﹤0.01%
4,323
+294
604
$602K ﹤0.01%
9,491
-118
605
$585K ﹤0.01%
4,409
-616
606
$582K ﹤0.01%
24,126
+12,167
607
$581K ﹤0.01%
7,054
-1,046
608
$580K ﹤0.01%
+17,508
609
$578K ﹤0.01%
2,538
+3
610
$577K ﹤0.01%
8,221
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$575K ﹤0.01%
5,089
+1,668
612
$569K ﹤0.01%
9,396
+1,656
613
$564K ﹤0.01%
5,153
-492
614
$561K ﹤0.01%
85,069
+43,127
615
$560K ﹤0.01%
4,894
-433
616
$559K ﹤0.01%
3,523
+1,228
617
$558K ﹤0.01%
4,970
+3
618
$553K ﹤0.01%
12,422
619
$544K ﹤0.01%
+32,894
620
$543K ﹤0.01%
+2,877
621
$542K ﹤0.01%
34,907
+185
622
$539K ﹤0.01%
15,564
-903
623
$535K ﹤0.01%
9,676
-956
624
$525K ﹤0.01%
5,408
+2,605
625
$520K ﹤0.01%
12,956
-81