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
376
$3.74M ﹤0.01%
24,130
+9,563
377
$3.69M ﹤0.01%
61,559
+5,014
378
$3.68M ﹤0.01%
45,844
-189,436
379
$3.62M ﹤0.01%
52,565
-2,912
380
$3.58M ﹤0.01%
82,351
+20
381
$3.55M ﹤0.01%
155,067
382
$3.53M ﹤0.01%
30,347
-48,008
383
$3.53M ﹤0.01%
65,937
+1,274
384
$3.53M ﹤0.01%
23,339
-21,109
385
$3.41M ﹤0.01%
47,132
-26,542
386
$3.4M ﹤0.01%
86,266
-4,368
387
$3.39M ﹤0.01%
95,925
+1,134
388
$3.35M ﹤0.01%
212,967
-13,571
389
$3.34M ﹤0.01%
78,572
-4,714
390
$3.32M ﹤0.01%
84,018
-388,397
391
$3.29M ﹤0.01%
21,429
+552
392
$3.26M ﹤0.01%
29,340
-208
393
$3.24M ﹤0.01%
85,964
394
$3.24M ﹤0.01%
36,302
-74,573
395
$3.1M ﹤0.01%
30,621
-576
396
$3.07M ﹤0.01%
61,646
-4,110
397
$3.06M ﹤0.01%
215,721
398
$3.05M ﹤0.01%
105,339
+50,774
399
$3M ﹤0.01%
37,105
+246
400
$2.97M ﹤0.01%
70,399
-315,752