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
301
$12.2M 0.01%
151,941
+69,521
302
$11.7M 0.01%
80,949
-6,788
303
$11.4M 0.01%
61,000
304
$11.3M 0.01%
189,279
+40,852
305
$10.8M 0.01%
225,810
-41,813
306
$10.8M 0.01%
156,685
-2,389
307
$10.7M 0.01%
69,530
+2,631
308
$10.7M 0.01%
54,601
+13,189
309
$10.6M 0.01%
179,697
+41,685
310
$10.6M 0.01%
1,949,655
-158,654
311
$10.4M 0.01%
579,890
-725,604
312
$10.3M 0.01%
4,258,783
-179,915
313
$10.3M 0.01%
401,353
+12,715
314
$9.86M 0.01%
219,186
-23,297
315
$9.71M 0.01%
1,291,603
-82,868
316
$9.32M 0.01%
75,216
-5,386
317
$9.14M 0.01%
162,357
-51,306
318
$9.07M 0.01%
139,344
-18,067
319
$8.67M 0.01%
507,449
-17,554
320
$8.66M 0.01%
72,287
+1,317
321
$8.57M 0.01%
90,401
+84,272
322
$8.56M 0.01%
2,263,596
-31,062
323
$8.54M 0.01%
242,324
-28,647
324
$8.42M 0.01%
210,144
-25
325
$8.41M 0.01%
1,281,905
+241,114
11 12
13
14 15