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
751
$230K ﹤0.01%
+17,873
752
$229K ﹤0.01%
+911
753
$229K ﹤0.01%
+5,874
754
$229K ﹤0.01%
+4,500
755
$228K ﹤0.01%
3,152
-300
756
$227K ﹤0.01%
+1,740
757
$227K ﹤0.01%
1,751
+157
758
$224K ﹤0.01%
+2,586
759
$223K ﹤0.01%
+1,911
760
$223K ﹤0.01%
+9,526
761
$222K ﹤0.01%
4,289
-901
762
$222K ﹤0.01%
32,279
-1,006
763
$220K ﹤0.01%
+2,936
764
$219K ﹤0.01%
3,823
-62
765
$218K ﹤0.01%
58,150
+300
766
$213K ﹤0.01%
+6,309
767
$212K ﹤0.01%
2,006
+142
768
$212K ﹤0.01%
3,162
-3,666
769
$212K ﹤0.01%
10,759
-1,183
770
$209K ﹤0.01%
+964
771
$208K ﹤0.01%
+2,056
772
$208K ﹤0.01%
2,821
-129
773
$208K ﹤0.01%
+3,948
774
$207K ﹤0.01%
22,181
-211
775
$205K ﹤0.01%
+10,390
29 30
31
32 33