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
601
$477K ﹤0.01%
5,629
-20,029
602
$477K ﹤0.01%
131,004
-70,260
603
$475K ﹤0.01%
4,493
-47,702
604
$475K ﹤0.01%
6,058
+363
605
$469K ﹤0.01%
2,866
+245
606
$466K ﹤0.01%
9,371
+710
607
$464K ﹤0.01%
+9,774
608
$463K ﹤0.01%
6,554
-2,564
609
$461K ﹤0.01%
3,596
-723
610
$457K ﹤0.01%
140,271
-560,020
611
$448K ﹤0.01%
+17,725
612
$444K ﹤0.01%
+5,296
613
$438K ﹤0.01%
7,778
+3,347
614
$435K ﹤0.01%
4,044
+1,805
615
$431K ﹤0.01%
8,058
-1,541
616
$431K ﹤0.01%
305,791
+721
617
$423K ﹤0.01%
+5,695
618
$418K ﹤0.01%
7,041
+750
619
$417K ﹤0.01%
6,247
-42,603
620
$402K ﹤0.01%
6,264
-919
621
$392K ﹤0.01%
3,567
622
$391K ﹤0.01%
1,472
-77
623
$388K ﹤0.01%
6,400
+1,232
624
$385K ﹤0.01%
1,749
-537
625
$373K ﹤0.01%
12,949
-483