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
126
$130M 0.08%
1,134,167
+9,283
127
$129M 0.08%
2,658,280
-172,626
128
$123M 0.08%
656,718
-7,243
129
$123M 0.08%
140,352
+4,803
130
$122M 0.08%
889,901
-40,988
131
$122M 0.08%
266,828
-6,518
132
$120M 0.08%
1,852,576
-52,161
133
$119M 0.07%
1,750,784
+41,524
134
$116M 0.07%
2,456,532
-123,544
135
$113M 0.07%
1,677,845
-61,248
136
$112M 0.07%
1,018,875
-44,711
137
$111M 0.07%
1,087,590
+66,433
138
$111M 0.07%
554,577
-31,812
139
$111M 0.07%
2,326,936
-111,728
140
$110M 0.07%
3,264,252
-169,848
141
$109M 0.07%
664,471
-3,431
142
$107M 0.07%
517,991
-31,685
143
$105M 0.07%
5,691,914
-248,458
144
$105M 0.07%
1,279,950
-72,956
145
$105M 0.07%
458,781
-21,597
146
$104M 0.07%
102,058
-12,924
147
$104M 0.07%
2,105,495
+187,773
148
$104M 0.07%
194,368
+1,118
149
$103M 0.06%
287,742
-21,086
150
$102M 0.06%
1,183,248
-63,650
4 5
6
7 8