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
576
$592K ﹤0.01%
+41,263
577
$591K ﹤0.01%
22,642
-2,408
578
$586K ﹤0.01%
2,781
+620
579
$562K ﹤0.01%
53,485
-757,362
580
$560K ﹤0.01%
2,666
-73
581
$553K ﹤0.01%
1,702
+123
582
$549K ﹤0.01%
29,918
583
$547K ﹤0.01%
5,999
+914
584
$540K ﹤0.01%
2,011
-16
585
$537K ﹤0.01%
11,419
-1,367
586
$535K ﹤0.01%
105,125
587
$526K ﹤0.01%
16,037
-17,602
588
$525K ﹤0.01%
19,408
-124
589
$521K ﹤0.01%
14,718
590
$510K ﹤0.01%
10,989
+44
591
$502K ﹤0.01%
5,984
+2,573
592
$501K ﹤0.01%
8,560
+3,720
593
$500K ﹤0.01%
2,357
-31
594
$499K ﹤0.01%
95,278
-796,205
595
$496K ﹤0.01%
2,575
+24
596
$494K ﹤0.01%
14,880
-133,323
597
$487K ﹤0.01%
22,623
-124,385
598
$486K ﹤0.01%
+15,500
599
$484K ﹤0.01%
8,341
-1,050
600
$479K ﹤0.01%
5,111
+2,701