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
126
$83.7M 0.08%
300,004
-21,287
127
$83.3M 0.08%
9,919,765
-3,692,480
128
$83.1M 0.08%
224,643
-26,561
129
$82.7M 0.08%
1,042,342
+639,690
130
$81.5M 0.08%
2,016,165
-674,025
131
$81.5M 0.08%
425,784
-92,695
132
$81M 0.08%
1,047,390
-81,073
133
$80.5M 0.08%
1,520,855
-92,162
134
$80.3M 0.08%
1,486,242
-81,042
135
$79.4M 0.08%
721,414
-88,037
136
$78.9M 0.08%
2,582,642
-394,292
137
$77.3M 0.08%
5,695,318
+182,958
138
$74.6M 0.08%
1,531,617
-379,762
139
$74.1M 0.07%
766,414
-222,008
140
$73.6M 0.07%
2,387,127
+687,544
141
$73.5M 0.07%
378,741
+29,878
142
$72M 0.07%
1,534,003
-206,882
143
$71.8M 0.07%
704,646
+56,636
144
$69.8M 0.07%
2,852,684
-393,691
145
$69M 0.07%
211,939
-64,683
146
$68.6M 0.07%
447,895
-121,998
147
$65.7M 0.07%
394,841
+35,177
148
$65.5M 0.07%
1,497,408
-399,766
149
$63.9M 0.06%
1,095,739
-196,441
150
$63.8M 0.06%
170,292
-11,417