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
251
$19.7M 0.02%
167,669
-43,199
252
$19.2M 0.02%
172,442
+25,065
253
$18.8M 0.02%
633,930
+138,105
254
$18.6M 0.02%
163,792
-70,269
255
$18.5M 0.02%
166,503
-18,203
256
$18.3M 0.02%
151,844
+38,670
257
$17.9M 0.02%
714,631
+2,748
258
$17.8M 0.02%
78,678
-7,616
259
$17.8M 0.02%
1,180,001
-317,049
260
$17.7M 0.02%
809,096
-11,380
261
$17.7M 0.02%
216,904
+29,041
262
$17.6M 0.02%
4,265,446
-106,891
263
$17.4M 0.02%
1,182,428
-112,598
264
$17.3M 0.02%
138,167
+17,473
265
$17.1M 0.02%
3,521,310
-84,685
266
$16.9M 0.02%
339,052
-36,522
267
$16.9M 0.02%
8,992,646
-948,706
268
$16.6M 0.02%
229,829
-53,071
269
$16.5M 0.02%
+584,777
270
$16.2M 0.02%
428,206
+206
271
$16M 0.02%
172,785
-174,848
272
$15.9M 0.02%
138,839
+38,140
273
$15.6M 0.02%
295,151
-179,915
274
$15.6M 0.02%
998,714
-31,310
275
$15.6M 0.02%
349,685
+29,013