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
726
$271K ﹤0.01%
2,394
-1,656
727
$270K ﹤0.01%
1,633
+285
728
$269K ﹤0.01%
11,100
-4,546
729
$266K ﹤0.01%
3,460
-590
730
$266K ﹤0.01%
771
-22
731
$264K ﹤0.01%
2,516
-695
732
$263K ﹤0.01%
9,100
-718
733
$263K ﹤0.01%
2,450
+214
734
$263K ﹤0.01%
15,505
-1,730
735
$262K ﹤0.01%
1,531
-41
736
$260K ﹤0.01%
5,852
-1,652
737
$260K ﹤0.01%
1,051
+7
738
$259K ﹤0.01%
+10,032
739
$258K ﹤0.01%
1,114
-372
740
$253K ﹤0.01%
988
-982
741
$248K ﹤0.01%
603
-343
742
$248K ﹤0.01%
1,328
-53
743
$246K ﹤0.01%
8,046
744
$241K ﹤0.01%
2,100
-777
745
$240K ﹤0.01%
+11,159
746
$239K ﹤0.01%
+1,379
747
$238K ﹤0.01%
+3,320
748
$233K ﹤0.01%
5,810
-1,611
749
$233K ﹤0.01%
+8,766
750
$231K ﹤0.01%
597
-370
28 29
30
31 32