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
526
$947K ﹤0.01%
12,668
-117,749
527
$937K ﹤0.01%
5,655
+3,073
528
$935K ﹤0.01%
15,572
-51,508
529
$931K ﹤0.01%
12,318
+1,941
530
$929K ﹤0.01%
17,274
+5,963
531
$927K ﹤0.01%
14,275
-198
532
$927K ﹤0.01%
351,277
533
$916K ﹤0.01%
18,230
-64,471
534
$892K ﹤0.01%
21,956
+1,217
535
$889K ﹤0.01%
8,384
+205
536
$883K ﹤0.01%
12,374
-113,221
537
$868K ﹤0.01%
6,250
-21
538
$861K ﹤0.01%
14,336
-3,507
539
$855K ﹤0.01%
60,190
540
$845K ﹤0.01%
81,089
-39,187
541
$840K ﹤0.01%
5,039
-10,295
542
$839K ﹤0.01%
62,404
-6,208
543
$826K ﹤0.01%
2,401
+1,064
544
$820K ﹤0.01%
13,612
+4,433
545
$820K ﹤0.01%
23,460
-13,910
546
$819K ﹤0.01%
15,693
+111
547
$804K ﹤0.01%
17,771
+438
548
$796K ﹤0.01%
44,403
+10
549
$776K ﹤0.01%
8,828
+1,141
550
$775K ﹤0.01%
6,952
+1,495