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
101
$243M 0.15%
6,588,935
-334,986
102
$232M 0.15%
1,057,252
-52,584
103
$221M 0.14%
1,918,393
-37,582
104
$217M 0.14%
4,158,825
+66,100
105
$216M 0.14%
3,838,044
+298,290
106
$213M 0.13%
1,035,141
-15,717
107
$213M 0.13%
26,399,659
-22,293
108
$197M 0.12%
6,060,430
+534,220
109
$184M 0.12%
2,733,237
+230,902
110
$184M 0.12%
334,319
+2,236
111
$181M 0.11%
620,834
+26,841
112
$175M 0.11%
1,124,198
-66,212
113
$173M 0.11%
369,971
-9,602
114
$167M 0.1%
627,697
+10,284
115
$163M 0.1%
3,164,636
+141,135
116
$151M 0.09%
1,030,648
-46,604
117
$144M 0.09%
3,598,479
-158,524
118
$140M 0.09%
544,165
-8,740
119
$140M 0.09%
728,221
-44,448
120
$137M 0.09%
30,503,161
-1,066,017
121
$135M 0.08%
689,378
-27,239
122
$135M 0.08%
3,148,443
+118,503
123
$135M 0.08%
2,299,696
+900,951
124
$134M 0.08%
28,753,658
-911,406
125
$131M 0.08%
567,951
+7,776
3 4
5
6 7