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
701
$225K ﹤0.01%
+1,098
702
$223K ﹤0.01%
58,963
-79,761
703
$220K ﹤0.01%
2,623
704
$220K ﹤0.01%
+1,762
705
$219K ﹤0.01%
+5,495
706
$213K ﹤0.01%
3,661
+49
707
$212K ﹤0.01%
904
-91
708
$211K ﹤0.01%
+2,231
709
$211K ﹤0.01%
3,400
-189
710
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+1,821
711
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+4,200
712
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+4,076
713
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+1,400
714
$206K ﹤0.01%
40,436
-122,795
715
$206K ﹤0.01%
15,521
716
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717
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10,022
-38
718
$180K ﹤0.01%
13,602
+1,658
719
$172K ﹤0.01%
+10,814
720
$166K ﹤0.01%
+15,695
721
$156K ﹤0.01%
13,107
-4,335
722
$142K ﹤0.01%
42,843
-21,141
723
$140K ﹤0.01%
+16,688
724
$135K ﹤0.01%
+3,576
725
$80K ﹤0.01%
1,112
+12