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
$99B
AUM Growth
+$7.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
981
New
Increased
Reduced
Closed

Top Buys

1 +$274M
2 +$153M
3 +$74.2M
4
LITE icon
Lumentum
LITE
+$50.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$44M

Top Sells

1 +$187M
2 +$68.8M
3 +$67.6M
4
WMGI
Wright Medical Group Inc
WMGI
+$61.9M
5
BABA icon
Alibaba
BABA
+$60.5M

Sector Composition

1 Technology 20.83%
2 Financials 13.08%
3 Healthcare 10.74%
4 Consumer Discretionary 8.75%
5 Energy 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.5M 0.03%
299,736
-120,362
227
$26.3M 0.03%
420,134
-103
228
$26.2M 0.03%
321,397
+6,450
229
$25.9M 0.03%
317,043
-99,312
230
$25.2M 0.03%
1,150,967
-7,154
231
$24.5M 0.02%
1,183,712
-47,415
232
$24.3M 0.02%
337,813
-13,475
233
$24M 0.02%
2,133,057
-257,818
234
$23.8M 0.02%
274,305
-125,020
235
$23.4M 0.02%
342,614
-163,675
236
$22.9M 0.02%
3,413,415
+842,417
237
$22.8M 0.02%
1,361,516
-382,191
238
$22.5M 0.02%
142,159
+29,026
239
$22.5M 0.02%
200,091
+18,866
240
$22.3M 0.02%
266,357
-21
241
$22.2M 0.02%
261,898
+7,897
242
$21.7M 0.02%
188,971
-48,817
243
$21.6M 0.02%
1,437,486
+322,406
244
$21.5M 0.02%
1,014,820
+666,360
245
$21.1M 0.02%
104,034
-93,529
246
$21M 0.02%
1,182,663
+12,747
247
$20.1M 0.02%
147,111
-43,387
248
$19.9M 0.02%
353,043
+43
249
$19.8M 0.02%
288,166
-38,630
250
$19.8M 0.02%
130,476
-63,492