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
401
$2.93M ﹤0.01%
9,112
-2,126
402
$2.85M ﹤0.01%
23,409
-96,047
403
$2.82M ﹤0.01%
56,021
404
$2.82M ﹤0.01%
30,065
-64,258
405
$2.77M ﹤0.01%
45,157
-2,306
406
$2.73M ﹤0.01%
93,096
+68,398
407
$2.71M ﹤0.01%
115,415
-1
408
$2.68M ﹤0.01%
29,863
-48,397
409
$2.66M ﹤0.01%
13,459
+3,978
410
$2.65M ﹤0.01%
20,694
-976
411
$2.65M ﹤0.01%
104,256
+26,701
412
$2.65M ﹤0.01%
17,471
-49,399
413
$2.62M ﹤0.01%
56,290
+43,795
414
$2.56M ﹤0.01%
+56,608
415
$2.55M ﹤0.01%
317,004
-25,814
416
$2.52M ﹤0.01%
13,669
-9,677
417
$2.52M ﹤0.01%
38,626
+5,625
418
$2.46M ﹤0.01%
60,409
419
$2.45M ﹤0.01%
164,202
420
$2.45M ﹤0.01%
49,003
-188
421
$2.38M ﹤0.01%
8,096
+1,086
422
$2.38M ﹤0.01%
71,729
+27
423
$2.33M ﹤0.01%
44,909
-35,491
424
$2.32M ﹤0.01%
47,758
-14,275
425
$2.31M ﹤0.01%
31,954
-291,765
15 16
17
18 19