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
651
$301K ﹤0.01%
4,148
+114
652
$301K ﹤0.01%
1,104
-220
653
$295K ﹤0.01%
3,470
+829
654
$294K ﹤0.01%
10,050
+630
655
$292K ﹤0.01%
+8,983
656
$289K ﹤0.01%
1,588
-449
657
$286K ﹤0.01%
+4,689
658
$286K ﹤0.01%
13,901
+1,061
659
$286K ﹤0.01%
+4,359
660
$286K ﹤0.01%
2,735
-5,138
661
$285K ﹤0.01%
+2,155
662
$281K ﹤0.01%
2,061
-498
663
$276K ﹤0.01%
1,842
-66
664
$276K ﹤0.01%
226,074
-488,064
665
$275K ﹤0.01%
1,435
+220
666
$273K ﹤0.01%
3,202
+273
667
$271K ﹤0.01%
+2,896
668
$270K ﹤0.01%
2,399
+57
669
$270K ﹤0.01%
+11,925
670
$269K ﹤0.01%
+2,861
671
$269K ﹤0.01%
3,392
+145
672
$267K ﹤0.01%
+711
673
$263K ﹤0.01%
7,700
-3,053
674
$263K ﹤0.01%
+3,232
675
$262K ﹤0.01%
8,588
+86