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
101
$118M 0.12%
1,017,291
-99,904
102
$118M 0.12%
924,494
+37,418
103
$117M 0.12%
3,331,668
+244,710
104
$111M 0.11%
2,508,118
+195,990
105
$109M 0.11%
724,573
-170,577
106
$108M 0.11%
1,635,461
-141,051
107
$106M 0.11%
1,246,792
+4,139
108
$105M 0.11%
1,312,870
-78,325
109
$104M 0.11%
919,091
-82,239
110
$104M 0.1%
575,990
-48,205
111
$103M 0.1%
297,659
-41,376
112
$100M 0.1%
1,714,640
+138,614
113
$99.1M 0.1%
1,661,220
-255,575
114
$98.7M 0.1%
2,833,114
-239,832
115
$97.6M 0.1%
1,646,729
+17,792
116
$94.8M 0.1%
4,450,832
-671,489
117
$94.3M 0.1%
1,773,440
-36,766
118
$90.2M 0.09%
1,079,633
+256,177
119
$89.9M 0.09%
19,289,070
-4,071,726
120
$88.8M 0.09%
235,019
-23,614
121
$88M 0.09%
1,720,493
-66,240
122
$86.4M 0.09%
2,521,222
-497,098
123
$85M 0.09%
400,086
-76,354
124
$84.7M 0.09%
3,003,282
-694,146
125
$84.4M 0.09%
2,118,726
-383,694
3 4
5
6 7