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
476
$1.56M ﹤0.01%
19,775
+98
477
$1.55M ﹤0.01%
82,222
-852,829
478
$1.55M ﹤0.01%
19,418
+1,021
479
$1.54M ﹤0.01%
74,929
+659
480
$1.54M ﹤0.01%
11,566
+400
481
$1.53M ﹤0.01%
22,305
-405
482
$1.48M ﹤0.01%
17,342
-5,514
483
$1.47M ﹤0.01%
12,686
-23,452
484
$1.45M ﹤0.01%
35,655
+2,429
485
$1.45M ﹤0.01%
73,701
486
$1.45M ﹤0.01%
84,989
-10,925
487
$1.42M ﹤0.01%
13,135
+331
488
$1.4M ﹤0.01%
56,053
+75
489
$1.39M ﹤0.01%
104,280
-113,257
490
$1.37M ﹤0.01%
79,410
+60
491
$1.36M ﹤0.01%
4
-1
492
$1.33M ﹤0.01%
44,105
-185,422
493
$1.32M ﹤0.01%
3,385
-484
494
$1.31M ﹤0.01%
56,070
-3,941
495
$1.3M ﹤0.01%
23,275
+22
496
$1.3M ﹤0.01%
15,302
-22,216
497
$1.3M ﹤0.01%
4,309
-14,281
498
$1.28M ﹤0.01%
+30,509
499
$1.28M ﹤0.01%
11,764
-21,830
500
$1.23M ﹤0.01%
16,537
+1,628
18 19
20
21 22