Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$4.12B 4.16%
56,135,476
-30,560
2
$3.8B 3.84%
20,202,815
+2,081
3
$3.36B 3.4%
21,330,698
-27,973
4
$3.26B 3.3%
35,326,760
+86,640
5
$2.8B 2.83%
13,180,526
-285,289
6
$2.34B 2.36%
25,580,831
+3,002,063
7
$1.97B 1.99%
29,378,580
-9,080
8
$1.94B 1.96%
15,171,923
-397,300
9
$1.89B 1.91%
9,062,152
+356,426
10
$1.78B 1.8%
30,704,743
-3,219,585
11
$1.78B 1.8%
47,825,432
+88,299
12
$1.77B 1.79%
5,317,830
-139,807
13
$1.76B 1.78%
12,097,130
+15,642
14
$1.71B 1.73%
13,760,957
+155,545
15
$1.62B 1.63%
27,001,363
-72,781
16
$1.46B 1.47%
30,367,489
-149,572
17
$1.36B 1.38%
4,128,159
+48,522
18
$1.33B 1.35%
6,106,645
-28,479
19
$1.31B 1.33%
3,937,876
-90,285
20
$1.31B 1.32%
33,067,245
+326,241
21
$1.23B 1.24%
9,907,033
-225,045
22
$1.19B 1.2%
8,223,201
+1,055,857
23
$1.18B 1.19%
7,267,179
+2,170
24
$1.1B 1.11%
19,803,588
+299,419
25
$1.03B 1.04%
7,654,536
+68,670
1
2 3 4 5