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
626
$518K ﹤0.01%
15,994
-1,040
627
$516K ﹤0.01%
6,006
+2,701
628
$513K ﹤0.01%
8,491
+656
629
$508K ﹤0.01%
18,490
-427
630
$505K ﹤0.01%
1,755
+227
631
$504K ﹤0.01%
12,365
-2,389
632
$503K ﹤0.01%
5,276
-406
633
$503K ﹤0.01%
6,915
-1,846
634
$494K ﹤0.01%
7,807
+1,317
635
$492K ﹤0.01%
11,372
+5,084
636
$490K ﹤0.01%
31,933
+209
637
$490K ﹤0.01%
10,482
-1,101
638
$483K ﹤0.01%
+17,884
639
$474K ﹤0.01%
3,637
+653
640
$473K ﹤0.01%
7,414
-1,826
641
$461K ﹤0.01%
939
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642
$459K ﹤0.01%
3,892
-346
643
$456K ﹤0.01%
3,986
644
$456K ﹤0.01%
1,453
-166
645
$452K ﹤0.01%
4,971
-484
646
$450K ﹤0.01%
12,675
+5,947
647
$450K ﹤0.01%
12,369
-723
648
$449K ﹤0.01%
8,878
649
$449K ﹤0.01%
1,992
-2,623
650
$443K ﹤0.01%
1,365
+19