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
201
$53M 0.03%
784,959
+15,367
202
$53M 0.03%
562,603
-79,996
203
$52.5M 0.03%
2,518,129
-136,909
204
$52.4M 0.03%
772,763
-112,338
205
$52.1M 0.03%
364,670
+24,777
206
$51.8M 0.03%
293,024
-728
207
$50.8M 0.03%
262,605
-21,367
208
$50.5M 0.03%
2,559,751
-89,026
209
$50.5M 0.03%
1,768,437
-91,975
210
$48.9M 0.03%
603,661
+58,270
211
$48.7M 0.03%
1,255,820
-92,882
212
$48.7M 0.03%
449,850
-410,056
213
$46.3M 0.03%
1,024,460
+61,731
214
$45.9M 0.03%
763,326
+59,238
215
$45.9M 0.03%
239,558
-1,505
216
$45.5M 0.03%
2,466,859
-111,926
217
$45.4M 0.03%
496,248
-21,947
218
$44.4M 0.03%
587,340
-22,943
219
$44.2M 0.03%
321,818
+12,569
220
$43.3M 0.03%
634,172
-10,010
221
$42.9M 0.03%
121,565
+7
222
$42.5M 0.03%
2,533,550
-179,754
223
$42.1M 0.03%
1,906,110
-118,254
224
$41.9M 0.03%
923,714
+25,637
225
$41.6M 0.03%
168,084
-2,205
7 8
9
10 11