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
651
$439K ﹤0.01%
9,225
-625
652
$436K ﹤0.01%
6,824
+878
653
$430K ﹤0.01%
1,459
+236
654
$429K ﹤0.01%
9,867
-349
655
$427K ﹤0.01%
+929
656
$427K ﹤0.01%
5,840
-172
657
$412K ﹤0.01%
+4,279
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$410K ﹤0.01%
12,978
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$409K ﹤0.01%
2,686
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6,212
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9,557
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$407K ﹤0.01%
3,487
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663
$406K ﹤0.01%
5,002
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664
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$401K ﹤0.01%
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6,863
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$401K ﹤0.01%
+37,850
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$399K ﹤0.01%
4,286
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669
$399K ﹤0.01%
2,048
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$397K ﹤0.01%
1,092
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671
$391K ﹤0.01%
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672
$389K ﹤0.01%
1,957
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673
$386K ﹤0.01%
2,357
+101
674
$385K ﹤0.01%
4,484
-551
675
$380K ﹤0.01%
3,733
+814