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
501
$1.19M ﹤0.01%
28,066
-1,730
502
$1.19M ﹤0.01%
50,860
503
$1.19M ﹤0.01%
21,902
-9,630
504
$1.19M ﹤0.01%
26,196
-4,508
505
$1.18M ﹤0.01%
34,700
506
$1.17M ﹤0.01%
71,986
-11,919
507
$1.16M ﹤0.01%
24,269
-14,334
508
$1.15M ﹤0.01%
10,897
-108,332
509
$1.15M ﹤0.01%
206,353
510
$1.12M ﹤0.01%
38,540
-23,373
511
$1.11M ﹤0.01%
21,874
-1,875
512
$1.11M ﹤0.01%
7,622
-54,221
513
$1.11M ﹤0.01%
46,328
-42,739
514
$1.1M ﹤0.01%
+57,162
515
$1.09M ﹤0.01%
21,954
+9,330
516
$1.06M ﹤0.01%
10,091
-108,552
517
$1.05M ﹤0.01%
15,108
-306
518
$1.05M ﹤0.01%
5,953
-1,446
519
$1.04M ﹤0.01%
14,787
-71,630
520
$1.04M ﹤0.01%
37,159
521
$1.02M ﹤0.01%
29,839
-420,543
522
$1M ﹤0.01%
15,753
+4,690
523
$977K ﹤0.01%
15,450
+855
524
$959K ﹤0.01%
17,889
-9
525
$953K ﹤0.01%
1,667
+111
19 20
21
22 23