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 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
51
$890M 0.56%
7,960,689
+381,203
52
$837M 0.53%
36,702,026
-1,368,227
53
$810M 0.51%
4,633,967
+190,642
54
$802M 0.5%
10,316,812
-14,625
55
$781M 0.49%
18,918,042
+2,267,883
56
$738M 0.46%
2,839,709
+133,531
57
$705M 0.44%
17,452,122
+670,355
58
$699M 0.44%
14,038,393
+420,805
59
$694M 0.44%
10,665,570
+529,620
60
$676M 0.42%
1,906,596
+161,652
61
$654M 0.41%
20,882,316
+543,751
62
$638M 0.4%
6,157,341
+334,627
63
$632M 0.4%
6,030,404
+202,825
64
$621M 0.39%
4,013,284
+983,352
65
$610M 0.38%
8,465,446
+361,739
66
$596M 0.37%
7,472,780
-399
67
$595M 0.37%
9,157,492
+210,120
68
$585M 0.37%
44,175,843
+2,469,750
69
$573M 0.36%
6,714,084
+465,222
70
$572M 0.36%
16,824,907
+845,430
71
$564M 0.35%
46,139,406
+8,550,337
72
$534M 0.34%
8,460,136
+400,565
73
$525M 0.33%
16,357,210
+856,336
74
$520M 0.33%
1,923,986
+41,388
75
$497M 0.31%
15,516,026
+865,756
1 2
3
4 5