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
426
$2.3M ﹤0.01%
21,689
-14,987
427
$2.28M ﹤0.01%
53,816
-5,061
428
$2.26M ﹤0.01%
14,656
-62,105
429
$2.26M ﹤0.01%
73,527
+2,675
430
$2.26M ﹤0.01%
15,552
-74,426
431
$2.24M ﹤0.01%
5,939
-33,196
432
$2.23M ﹤0.01%
12,671
+157
433
$2.23M ﹤0.01%
24,055
-41,985
434
$2.2M ﹤0.01%
33,373
+11
435
$2.2M ﹤0.01%
12,259
+8,277
436
$2.18M ﹤0.01%
83,982
-174,446
437
$2.18M ﹤0.01%
66,619
-239,039
438
$2.17M ﹤0.01%
33,406
-285,232
439
$2.17M ﹤0.01%
73,778
+56,522
440
$2.16M ﹤0.01%
245,369
441
$2.13M ﹤0.01%
6,008
+157
442
$2.12M ﹤0.01%
130,096
-13,638
443
$2.12M ﹤0.01%
53,995
+1,240
444
$2.11M ﹤0.01%
71,444
-174
445
$2.09M ﹤0.01%
64,111
446
$2.06M ﹤0.01%
49,620
-39
447
$1.99M ﹤0.01%
5,288
-159
448
$1.96M ﹤0.01%
956
+9
449
$1.89M ﹤0.01%
41,980
-203
450
$1.89M ﹤0.01%
46,338
+500