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
76
$475M 0.3%
4,057,145
+384,026
77
$464M 0.29%
3,650,373
-124,673
78
$463M 0.29%
118,540,234
+6,397,198
79
$455M 0.29%
2,330,392
+93,174
80
$453M 0.28%
7,589,570
+442,631
81
$444M 0.28%
3,540,920
-74,320
82
$402M 0.25%
20,581,069
+117,906
83
$391M 0.25%
10,698,892
-290,172
84
$366M 0.23%
1,502,742
+54,205
85
$363M 0.23%
17,126,385
-841,465
86
$359M 0.23%
644,305
-24,485
87
$356M 0.22%
5,033,537
-202,777
88
$353M 0.22%
895,830
+41,473
89
$346M 0.22%
222,215
-3,353
90
$340M 0.21%
5,590,892
+254,436
91
$330M 0.21%
2,318,559
+162,171
92
$329M 0.21%
9,286,399
-291,147
93
$317M 0.2%
12,015,908
+545,563
94
$308M 0.19%
3,530,383
+204,647
95
$283M 0.18%
2,283,425
+163,838
96
$276M 0.17%
12,796,812
-271,821
97
$264M 0.17%
432,456
+18,392
98
$264M 0.17%
42,493,473
+2,139,272
99
$245M 0.15%
4,040,513
-183,379
100
$243M 0.15%
7,546,955
+376,125
2 3
4
5 6