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
351
$5.28M 0.01%
153,825
-98,745
352
$5.18M 0.01%
60,878
-44,233
353
$5.15M 0.01%
109,688
-5,725
354
$5.1M 0.01%
192,753
+43,682
355
$5.03M 0.01%
103,257
+91,225
356
$4.89M ﹤0.01%
22,353
+228
357
$4.79M ﹤0.01%
188,631
-1,380
358
$4.77M ﹤0.01%
90,747
-936
359
$4.75M ﹤0.01%
981,088
360
$4.66M ﹤0.01%
33,490
-142,558
361
$4.63M ﹤0.01%
33,267
-109,979
362
$4.62M ﹤0.01%
28,065
-8,002
363
$4.54M ﹤0.01%
82,040
+9,734
364
$4.53M ﹤0.01%
65,839
-2,906
365
$4.51M ﹤0.01%
246,616
-212,323
366
$4.42M ﹤0.01%
34,226
-1,915
367
$4.19M ﹤0.01%
142,020
+22,762
368
$4.18M ﹤0.01%
91,435
-19,902
369
$4.17M ﹤0.01%
60,646
-3,235
370
$4.14M ﹤0.01%
30,029
-1,514
371
$4.05M ﹤0.01%
41,609
+29,327
372
$4.02M ﹤0.01%
45,994
+17,304
373
$3.99M ﹤0.01%
199,919
-15,788
374
$3.84M ﹤0.01%
27,945
+460
375
$3.83M ﹤0.01%
52,171
+16,606
13 14
15
16 17