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
151
$63.7M 0.06%
310,230
-103,685
152
$63.4M 0.06%
2,388,804
+70,313
153
$63M 0.06%
2,114,870
-391,926
154
$62.9M 0.06%
2,421,875
-143,758
155
$62.1M 0.06%
771,639
-146,104
156
$60.6M 0.06%
2,364,710
-211,400
157
$60.1M 0.06%
119,462
-30,310
158
$59.2M 0.06%
876,490
-123,486
159
$58.7M 0.06%
1,292,675
-174,288
160
$57.9M 0.06%
251,855
-62,518
161
$57.4M 0.06%
2,457,550
+179,180
162
$56.5M 0.06%
516,230
-10,429
163
$55M 0.06%
972,746
-221,452
164
$54.9M 0.06%
1,310,591
+100,550
165
$54.8M 0.06%
1,950,659
-53,736
166
$54.7M 0.06%
206,711
-37,125
167
$54.4M 0.06%
635,241
-108,157
168
$53.1M 0.05%
347,562
-90,809
169
$52.1M 0.05%
2,942,471
-336,342
170
$52M 0.05%
5,300,112
+652,237
171
$51M 0.05%
5,379,954
+89,692
172
$50.2M 0.05%
1,256,838
-427,858
173
$50.2M 0.05%
380,570
-30,834
174
$49.8M 0.05%
647,724
-41,672
175
$49.7M 0.05%
1,184,923
-169,813
5 6
7
8 9