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
176
$49.5M 0.05%
861,834
-18,181
177
$48M 0.05%
2,371,871
-151,710
178
$47.8M 0.05%
1,479,549
-126,816
179
$46.7M 0.05%
1,460,447
-90,974
180
$46M 0.05%
1,912,899
-616,724
181
$44.3M 0.04%
171,577
-26,200
182
$43.8M 0.04%
2,201,278
-32,159
183
$43.7M 0.04%
259,276
-5,751
184
$42.7M 0.04%
1,379,774
-108,405
185
$42.7M 0.04%
332,685
-134,998
186
$41.5M 0.04%
2,783,051
-757,648
187
$41.2M 0.04%
146,095
+20,526
188
$40.7M 0.04%
697,710
-30,348
189
$40.6M 0.04%
253,793
-9,896
190
$39.6M 0.04%
200,790
-55,731
191
$39.1M 0.04%
10,060,039
+1,674,584
192
$39.1M 0.04%
2,205,687
-307,913
193
$38M 0.04%
1,008,483
-59,694
194
$36.6M 0.04%
811,076
-175,448
195
$35M 0.04%
416,538
+108,615
196
$34M 0.03%
630,984
-30,587
197
$33M 0.03%
814,347
-19,974
198
$32.9M 0.03%
294,634
-70,310
199
$32.9M 0.03%
1,650,499
-504,230
200
$32.9M 0.03%
505,787
-146,467
6 7
8
9 10