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
326
$8.34M 0.01%
155,648
-270,669
327
$8.06M 0.01%
145,239
+132,360
328
$7.65M 0.01%
143,373
+130,680
329
$7.65M 0.01%
127,470
+103,071
330
$7.52M 0.01%
90,293
-13,832
331
$7.46M 0.01%
172,457
-31,414
332
$7.38M 0.01%
40,405
-158,744
333
$7.36M 0.01%
100,933
-35,373
334
$7.18M 0.01%
66,775
-6,252
335
$7.02M 0.01%
119,000
+24,636
336
$6.78M 0.01%
261,100
-8,582
337
$6.55M 0.01%
77,131
-11,536
338
$6.5M 0.01%
66,914
-365,585
339
$6.35M 0.01%
133,067
-444,286
340
$6.31M 0.01%
78,926
-54,465
341
$6.2M 0.01%
115,258
-4,588
342
$6.2M 0.01%
37,168
-72,199
343
$6.06M 0.01%
171,495
-20,984
344
$5.99M 0.01%
420,000
345
$5.97M 0.01%
41,340
-1,283
346
$5.77M 0.01%
127,119
-455,808
347
$5.76M 0.01%
97,104
+3,400
348
$5.49M 0.01%
46,856
-533
349
$5.47M 0.01%
69,061
-47,422
350
$5.33M 0.01%
230,345
+128