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
551
$774K ﹤0.01%
3,913
-82
552
$773K ﹤0.01%
16,082
-990
553
$764K ﹤0.01%
21,322
-265,667
554
$758K ﹤0.01%
6,501
+270
555
$748K ﹤0.01%
5,494
+99
556
$747K ﹤0.01%
12,092
557
$737K ﹤0.01%
2,812
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558
$736K ﹤0.01%
35,744
559
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59,541
560
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561
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562
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563
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2,945
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564
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566
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10,866
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567
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71,962
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568
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15,306
+3,199
569
$643K ﹤0.01%
5,337
+2,946
570
$630K ﹤0.01%
10,671
+6,209
571
$622K ﹤0.01%
11,286
+264
572
$615K ﹤0.01%
19,470
-1,860
573
$603K ﹤0.01%
5,687
-51,879
574
$600K ﹤0.01%
9,968
-18,473
575
$596K ﹤0.01%
3,497
+798