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
276
$15.4M 0.02%
965,657
-276,726
277
$15.4M 0.02%
523,819
-18,130
278
$15.4M 0.02%
200,756
+45,775
279
$14.9M 0.02%
241,137
+23,494
280
$14.8M 0.01%
55,700
+53,642
281
$14.6M 0.01%
441,772
-14,702
282
$14.4M 0.01%
379,450
-225,887
283
$13.8M 0.01%
502,046
-14,028
284
$13.7M 0.01%
437,605
+81,630
285
$13.6M 0.01%
75,994
+76
286
$13.5M 0.01%
77,981
+2,915
287
$13.5M 0.01%
182,848
-4,818
288
$13.4M 0.01%
202,955
-4,300
289
$13.4M 0.01%
177,949
-70,565
290
$13.4M 0.01%
1,864,513
-57,645
291
$13.3M 0.01%
90,363
-193
292
$13.3M 0.01%
205,244
+50,158
293
$13.2M 0.01%
307,968
-82,039
294
$12.8M 0.01%
180,403
+39,198
295
$12.8M 0.01%
354,169
+18,861
296
$12.7M 0.01%
81,798
-70
297
$12.7M 0.01%
466,515
-1,000
298
$12.6M 0.01%
125,845
+35,601
299
$12.3M 0.01%
199,000
+37,975
300
$12.2M 0.01%
214,755
-23,037
10 11
12
13 14