Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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
+28.33%
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 +$558M
2 +$265M
3 +$209M
4
AMZN icon
Amazon
AMZN
+$197M
5
V icon
Visa
V
+$180M

Top Sells

1 +$86.3M
2 +$77.2M
3 +$44.5M
4
KSU
Kansas City Southern
KSU
+$43.8M
5
VALE icon
Vale
VALE
+$28.6M

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
826
-2,294
827
-10,730
828
-13,218
829
-1,215
830
-1,230
831
-6,250
832
-1,774
833
-65,503
834
-5,087
835
-1,113
836
-10,069
837
-236,180
838
-5,169
839
-98,983
840
-15,062
841
-341,167
842
-6,407
843
-66,684
844
-99,866
845
-31,447
846
-10,133
847
-11,000
848
-200,325
849
$0 ﹤0.01%
14,921
+800
850
$0 ﹤0.01%
10,000