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
251
$7.08M 0.02%
171,529
-191,933
252
$7.06M 0.02%
175,973
-4,239
253
$7.01M 0.02%
204,200
-11,200
254
$7M 0.02%
+161,345
255
$6.97M 0.02%
98,135
-300
256
$6.84M 0.02%
175,876
-6,018
257
$6.83M 0.02%
73,189
-1,400
258
$6.6M 0.01%
88,108
-56,551
259
$6.52M 0.01%
143,198
-15,475
260
$6.46M 0.01%
122,570
-9,506
261
$6.45M 0.01%
440,794
-6,970
262
$6.41M 0.01%
147,229
+13,656
263
$6.36M 0.01%
172,060
-4,430
264
$6.29M 0.01%
246,978
-132,918
265
$6.18M 0.01%
219,200
-6,700
266
$6.15M 0.01%
49,887
+44,050
267
$6.12M 0.01%
768,722
-30,041
268
$5.98M 0.01%
62,325
-13,000
269
$5.92M 0.01%
679,800
-2,169
270
$5.84M 0.01%
34,340
-440
271
$5.64M 0.01%
60,245
272
$5.59M 0.01%
18,266
+16,228
273
$5.58M 0.01%
418,987
+1,169
274
$5.47M 0.01%
98,810
-1,475
275
$5.44M 0.01%
115,810
-3,578