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 Fund
S&P 500
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
176
$77.7M 0.05%
267,834
+45,678
177
$75.2M 0.05%
1,411,323
-71,793
178
$75M 0.05%
294,353
-18,229
179
$74.4M 0.05%
1,448,555
+126,360
180
$74.2M 0.05%
653,110
-35,049
181
$74.2M 0.05%
156,293
-9,973
182
$74.1M 0.05%
770,132
-246,459
183
$73.2M 0.05%
1,098,733
+946,106
184
$73M 0.05%
533,235
-29,842
185
$73M 0.05%
1,436,174
-60,383
186
$70.8M 0.04%
529,928
-12,400
187
$69.5M 0.04%
847,231
-21,362
188
$69.1M 0.04%
570,152
-12,123
189
$68.4M 0.04%
241,310
-151,621
190
$68.3M 0.04%
1,492,585
-110,475
191
$67.9M 0.04%
539,390
+48,273
192
$63.4M 0.04%
108,846
-212
193
$63.3M 0.04%
125,946
+151
194
$62.2M 0.04%
1,885,716
-78,254
195
$61.1M 0.04%
1,482,364
-7,950
196
$58.2M 0.04%
1,292,299
+42,848
197
$57.8M 0.04%
1,276,419
-114,048
198
$57.5M 0.04%
239,977
+11,850
199
$55.6M 0.03%
11,876,792
+144,046
200
$53.9M 0.03%
864,331
-53,438