Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$138M
3 +$69.1M
4
LITE icon
Lumentum
LITE
+$41.9M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$41.4M

Top Sells

1 +$171M
2 +$64.7M
3 +$62.7M
4
WMGI
Wright Medical Group Inc
WMGI
+$61.9M
5
HDB icon
HDFC Bank
HDB
+$57.2M

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
751
-1,865
752
-7,985
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754
-5,736
755
-649,758
756
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-11,912
758
-1,716
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760
-24,132
761
-11,500
762
-146,700
763
-13,118
764
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-130,424
766
-47,000
767
-182,033
768
-106,596
769
-109,719
770
-135,239
771
-106
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-38,023
773
-81,784
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-2,999,776
775
-4,550