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
776
$205K ﹤0.01%
7,636
-80
777
$204K ﹤0.01%
+2,801
778
$204K ﹤0.01%
6,255
-767
779
$203K ﹤0.01%
2,472
-63
780
$201K ﹤0.01%
+2,711
781
$201K ﹤0.01%
1,344
-267
782
$199K ﹤0.01%
+10,930
783
$194K ﹤0.01%
+14,841
784
$171K ﹤0.01%
17,214
-20
785
$156K ﹤0.01%
40,183
786
$132K ﹤0.01%
+11,328
787
$127K ﹤0.01%
+20,000
788
$117K ﹤0.01%
11,005
-788
789
$110K ﹤0.01%
10,265
790
$88K ﹤0.01%
1,649
-110
791
$76K ﹤0.01%
503
-8
792
$71K ﹤0.01%
13,410
+809
793
$45K ﹤0.01%
17,742
+270
794
$31K ﹤0.01%
+1,050
795
$21K ﹤0.01%
+14,500
796
$2K ﹤0.01%
+30,000
797
– –
-11,126
798
– –
-16,890
799
– –
-21,148
800
– –
-7,606
30 31
32
33 34