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
776
-75,318
777
-4,367
778
-692,200
779
-391,795
780
-601,939
781
-60,000
782
-10,000
783
$0 ﹤0.01%
125,400