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
276
$5.29M 0.01%
45,124
-1,522
277
$5.28M 0.01%
104,401
-2,164
278
$5.23M 0.01%
52,037
+2,689
279
$5.21M 0.01%
74,642
+70,230
280
$5.03M 0.01%
67,416
-29,510
281
$5.01M 0.01%
+101,900
282
$4.93M 0.01%
+50,565
283
$4.83M 0.01%
+195,801
284
$4.81M 0.01%
45,663
-2,085
285
$4.8M 0.01%
147,445
-550
286
$4.67M 0.01%
37,494
+263
287
$4.51M 0.01%
55,292
-3,608
288
$4.04M 0.01%
+43,100
289
$3.61M 0.01%
87,400
-9,400
290
$3.38M 0.01%
68,820
-7,080
291
$3.29M 0.01%
162,072
-2,600
292
$3.28M 0.01%
150,500
293
$3.21M 0.01%
34,400
+22,810
294
$3.15M 0.01%
145,745
-14,755
295
$3.11M 0.01%
46,285
-3,152,390
296
$3.06M 0.01%
87,183
+82,183
297
$2.97M 0.01%
165,989
+5,101
298
$2.92M 0.01%
67,300
-6,900
299
$2.86M 0.01%
191,400
-22,600
300
$2.78M 0.01%
41,168
-3,272