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
76
$271M 0.27%
2,380,404
+176,993
77
$252M 0.26%
2,870,936
-26,474
78
$239M 0.24%
1,122,617
+206,930
79
$235M 0.24%
5,821,983
+730,163
80
$228M 0.23%
3,721,240
-505,605
81
$226M 0.23%
38,496,440
-1,979,840
82
$221M 0.22%
1,036,775
-103,609
83
$220M 0.22%
748,843
-44,385
84
$218M 0.22%
4,315,129
-101,726
85
$211M 0.21%
838,752
-168,131
86
$188M 0.19%
1,488,034
-173,490
87
$180M 0.18%
32,435,270
-1,616,745
88
$168M 0.17%
3,631,743
-390,852
89
$168M 0.17%
566,341
+43,318
90
$164M 0.17%
2,453,747
+88,400
91
$158M 0.16%
1,304,687
-390,908
92
$154M 0.16%
3,843,088
-432,606
93
$151M 0.15%
7,729,526
+909,332
94
$144M 0.15%
482,463
+9,242
95
$141M 0.14%
1,230,944
-172,177
96
$132M 0.13%
868,308
-204,529
97
$130M 0.13%
296,535
-45,653
98
$127M 0.13%
7,968,047
-586,462
99
$123M 0.12%
1,193,532
-57,211
100
$123M 0.12%
1,154,977
-278,445
2 3
4
5 6