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
626
$363K ﹤0.01%
3,914
+1,585
627
$363K ﹤0.01%
3,184
+626
628
$360K ﹤0.01%
3,982
-2,478
629
$350K ﹤0.01%
20,605
-1,690
630
$346K ﹤0.01%
16,777
-34
631
$345K ﹤0.01%
7,122
-64,969
632
$342K ﹤0.01%
1,314
-210
633
$342K ﹤0.01%
3,217
-11
634
$336K ﹤0.01%
2,331
-30
635
$333K ﹤0.01%
2,911
-389
636
$331K ﹤0.01%
22,766
637
$330K ﹤0.01%
4,321
+413
638
$328K ﹤0.01%
+5,848
639
$328K ﹤0.01%
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640
$327K ﹤0.01%
+2,902
641
$320K ﹤0.01%
4,884
-97,456
642
$320K ﹤0.01%
1,644
-117
643
$315K ﹤0.01%
5,762
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644
$314K ﹤0.01%
5,138
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645
$312K ﹤0.01%
7,106
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646
$311K ﹤0.01%
2,789
+81
647
$309K ﹤0.01%
+3,300
648
$306K ﹤0.01%
9,089
+211
649
$304K ﹤0.01%
+3,671
650
$303K ﹤0.01%
52,955