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
151
$102M 0.06%
2,493,055
-115,288
152
$101M 0.06%
722,178
-47,004
153
$100M 0.06%
7,353,895
+10,371
154
$98.8M 0.06%
3,385,874
+169,869
155
$97M 0.06%
1,393,962
-54,262
156
$96.6M 0.06%
4,176,660
+268,687
157
$95.8M 0.06%
2,446,572
-38,794
158
$95.5M 0.06%
148,152
-9,227
159
$95.1M 0.06%
704,600
+25,263
160
$93.6M 0.06%
526,199
+11,941
161
$92.8M 0.06%
704,898
-27,583
162
$92M 0.06%
335,018
+5
163
$89.9M 0.06%
503,603
+40,593
164
$89.6M 0.06%
1,301,731
+129,478
165
$89.3M 0.06%
464,244
+29,943
166
$89M 0.06%
7,687,319
+416,056
167
$87.7M 0.06%
3,888,825
-211,683
168
$87M 0.05%
235,232
-2,896
169
$86.7M 0.05%
238,464
+5,473
170
$85.5M 0.05%
1,170,170
+94,912
171
$85.2M 0.05%
1,188,699
-58,616
172
$84.1M 0.05%
3,161,853
+189,865
173
$83M 0.05%
871,287
-75,554
174
$80.2M 0.05%
529,803
-15,219
175
$78.7M 0.05%
188,013
-10,322
5 6
7
8 9