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
26
$893M 0.9%
3,038,231
+3,057
27
$881M 0.89%
17,547,345
+170,342
28
$873M 0.88%
30,176,384
-246,216
29
$857M 0.87%
14,524,781
-47,674
30
$846M 0.85%
15,963,953
-129,011
31
$840M 0.85%
12,848,820
+144,692
32
$831M 0.84%
5,959,065
-6,118
33
$819M 0.83%
5,547,111
+170,314
34
$816M 0.82%
16,370,708
+108,747
35
$809M 0.82%
9,316,756
-111,586
36
$797M 0.81%
8,421,770
+106,786
37
$749M 0.76%
2,531,190
-81,391
38
$736M 0.74%
6,813,131
+363,982
39
$724M 0.73%
12,330,369
+116,299
40
$714M 0.72%
7,575,507
+62,968
41
$713M 0.72%
22,040,740
-122,550
42
$660M 0.67%
52,446,303
-44,692
43
$654M 0.66%
11,016,501
+121,936
44
$644M 0.65%
5,153,034
+113,519
45
$625M 0.63%
15,977,993
+101,497
46
$624M 0.63%
5,179,943
+16,889
47
$613M 0.62%
19,861,180
+157,394
48
$601M 0.61%
49,914,175
+719,442
49
$580M 0.59%
4,412,010
+105,613
50
$577M 0.58%
7,027,848
-13,662
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