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
676
$375K ﹤0.01%
2,968
+175
677
$373K ﹤0.01%
2,253
+508
678
$372K ﹤0.01%
1,521
+444
679
$369K ﹤0.01%
6,957
+2,014
680
$365K ﹤0.01%
+3,558
681
$363K ﹤0.01%
6,547
+969
682
$363K ﹤0.01%
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683
$362K ﹤0.01%
4,403
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684
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1,212
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686
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687
$357K ﹤0.01%
15,095
688
$353K ﹤0.01%
3,290
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689
$349K ﹤0.01%
1,097
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$348K ﹤0.01%
8,708
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3,003
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$343K ﹤0.01%
869
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$339K ﹤0.01%
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$339K ﹤0.01%
4,283
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695
$335K ﹤0.01%
+1,114
696
$333K ﹤0.01%
+2,544
697
$330K ﹤0.01%
3,991
-1,633
698
$329K ﹤0.01%
2,126
-679
699
$329K ﹤0.01%
+22,588
700
$324K ﹤0.01%
4,805
+364