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
51
$551M 0.56%
34,583,274
-4,239,561
52
$495M 0.5%
12,312,525
+17,198
53
$494M 0.5%
37,617,537
-1,205,373
54
$463M 0.47%
116,725,163
+1,182,738
55
$461M 0.47%
62,203,165
+895,843
56
$457M 0.46%
4,227,648
-174,965
57
$455M 0.46%
6,521,384
-79,201
58
$444M 0.45%
14,004,796
-1,876,840
59
$438M 0.44%
63,861,206
-8,013,377
60
$408M 0.41%
60,717,510
-6,611,760
61
$400M 0.4%
8,200,569
-18,732
62
$373M 0.38%
28,292,026
-5,213,782
63
$357M 0.36%
6,425,106
+129,038
64
$348M 0.35%
9,879,890
-1,568,295
65
$347M 0.35%
9,198,100
+127,020
66
$345M 0.35%
33,411,848
-4,197,185
67
$334M 0.34%
1,848,520
+56,007
68
$327M 0.33%
9,755,348
-643,387
69
$315M 0.32%
13,094,067
+341,480
70
$304M 0.31%
12,590,799
+317,568
71
$300M 0.3%
15,857,399
+135,884
72
$297M 0.3%
53,142,095
+1,173,590
73
$280M 0.28%
4,309,282
+1,436
74
$277M 0.28%
5,891,791
+213,340
75
$276M 0.28%
4,124,720
-128,880