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
451
$1.86M ﹤0.01%
20,388
+761
452
$1.85M ﹤0.01%
23,760
-4,038
453
$1.83M ﹤0.01%
117,385
-4,474
454
$1.82M ﹤0.01%
11,966
+39
455
$1.81M ﹤0.01%
34,278
456
$1.79M ﹤0.01%
31,665
-6,353
457
$1.79M ﹤0.01%
19,520
-22
458
$1.77M ﹤0.01%
87,010
-17,889
459
$1.77M ﹤0.01%
75,336
+77
460
$1.76M ﹤0.01%
49,081
-259,173
461
$1.75M ﹤0.01%
81,124
-9,632
462
$1.75M ﹤0.01%
24,426
-320,115
463
$1.69M ﹤0.01%
94,875
-1,242,305
464
$1.69M ﹤0.01%
42,328
465
$1.68M ﹤0.01%
61,651
-119,504
466
$1.67M ﹤0.01%
10,489
+180
467
$1.67M ﹤0.01%
4,665
-1,882
468
$1.63M ﹤0.01%
9,454
-23,480
469
$1.61M ﹤0.01%
8,765
-24,919
470
$1.61M ﹤0.01%
65,409
-35,202
471
$1.6M ﹤0.01%
4,964
+2,416
472
$1.59M ﹤0.01%
20,339
+264
473
$1.57M ﹤0.01%
6,094
-15,783
474
$1.56M ﹤0.01%
67,409
-15,762
475
$1.56M ﹤0.01%
41,970
17 18
19
20 21