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
201
$32.7M 0.03%
184,942
-48,279
202
$32.7M 0.03%
509,326
-7,375
203
$32.6M 0.03%
892,207
-34,682
204
$31.9M 0.03%
1,303,507
-45,334
205
$31.7M 0.03%
762,970
-105,538
206
$31.5M 0.03%
652,808
+52,424
207
$31.4M 0.03%
442,944
-18,804
208
$31.3M 0.03%
292,636
-27,054
209
$30.2M 0.03%
565,040
-20,855
210
$29.3M 0.03%
448,194
-84,243
211
$28.6M 0.03%
155,878
-193,469
212
$28.2M 0.03%
898,155
-118,745
213
$28M 0.03%
835,932
-213,293
214
$27.9M 0.03%
605,982
-63,506
215
$27.8M 0.03%
1,679,405
-1,074,090
216
$27.7M 0.03%
114,766
-52,321
217
$27.5M 0.03%
667,603
-207,893
218
$27.5M 0.03%
1,128,198
-102,479
219
$27.4M 0.03%
327,078
-14,340
220
$27.1M 0.03%
306,792
-139,234
221
$27M 0.03%
216,751
+33,713
222
$26.9M 0.03%
90,777
-33,205
223
$26.9M 0.03%
702,130
-39,318
224
$26.7M 0.03%
238,566
-6,521
225
$26.6M 0.03%
183,671
-9,937