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
$44.3B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Sells

1 +$212M
2 +$153M
3 +$68.8M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$52.6M
5
HP icon
Helmerich & Payne
HP
+$41.3M

Sector Composition

1 Financials 21.08%
2 Technology 12.89%
3 Healthcare 12.55%
4 Industrials 7.74%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10.9M 0.02%
129,477
-2,882
227
$10.7M 0.02%
261,252
-7,937
228
$10.7M 0.02%
277,285
-19,115
229
$10.4M 0.02%
290,878
-14,890
230
$10.2M 0.02%
233,685
+38,385
231
$10.1M 0.02%
+333,060
232
$10.1M 0.02%
155,957
+8,491
233
$10.1M 0.02%
398,670
-925
234
$9.86M 0.02%
168,513
+9,949
235
$9.77M 0.02%
148,985
-5,500
236
$9.68M 0.02%
93,903
-2,144
237
$9.6M 0.02%
197,262
-7,008
238
$9.53M 0.02%
78,548
-3,466
239
$9.46M 0.02%
267,985
-10,190
240
$9.24M 0.02%
+218,244
241
$9.19M 0.02%
176,285
-7,750
242
$8.89M 0.02%
366,954
-12,497
243
$8.84M 0.02%
132,766
-6,547
244
$8.49M 0.02%
487,265
-22,750
245
$8.37M 0.02%
270,071
-10,833
246
$8.36M 0.02%
182,850
-30,726
247
$8.22M 0.02%
682,746
+305,406
248
$7.92M 0.02%
108,446
-3,100
249
$7.29M 0.02%
159,900
+141,879
250
$7.26M 0.02%
515,580
+25,836