Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$8.88B 5.58%
64,859,659
+2,045,740
2
$6.72B 4.22%
24,813,270
+823,402
3
$6.45B 4.05%
37,501,940
+1,182,480
4
$5.53B 3.47%
23,646,481
+786,166
5
$4.84B 3.04%
50,919,438
+5,932,132
6
$4.35B 2.73%
35,597,900
+1,229,480
7
$3.63B 2.28%
6,206,330
+208,730
8
$3.37B 2.12%
11,576,650
+511,878
9
$3.28B 2.06%
13,420,800
+467,815
10
$3.2B 2.01%
14,129,399
+227,867
11
$3.12B 1.96%
25,981,273
-658,898
12
$2.8B 1.76%
4,053,363
+92,657
13
$2.54B 1.59%
15,370,083
+185,909
14
$2.33B 1.46%
7,293,597
+260,413
15
$2.17B 1.36%
16,164,467
+567,505
16
$2.1B 1.32%
3,983,421
+150,224
17
$1.89B 1.18%
10,725,272
+381,103
18
$1.78B 1.12%
37,878,321
+1,233,891
19
$1.76B 1.11%
31,416,835
+1,221,696
20
$1.72B 1.08%
4,951,148
+199,889
21
$1.69B 1.06%
45,599,712
+1,301,128
22
$1.56B 0.98%
4,274,730
+154,564
23
$1.48B 0.93%
3,749,518
+118,039
24
$1.45B 0.91%
6,643,352
+228,718
25
$1.38B 0.87%
6,010,313
+502,005