Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 Buys

1
+$92.2M
2
+$83.3M
3
+$76M
4
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$45.3M
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$44.8M

Top Sells

1
+$208M
2
+$150M
3
+$66.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$48.3M
5
CEO
CNOOC Limited
CEO
+$44M

Sector Composition

1 Financials 19.85%
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
$5.28M 0.01%
104,401
-2,164
277
$5.23M 0.01%
52,037
+2,689
278
$5.21M 0.01%
74,642
+70,230
279
$5.03M 0.01%
67,416
-29,510
280
$5.01M 0.01%
+101,900
281
$4.93M 0.01%
+50,565
282
$4.83M 0.01%
+195,801
283
$4.81M 0.01%
45,663
-2,085
284
$4.8M 0.01%
147,445
-550
285
$4.67M 0.01%
37,494
+263
286
$4.51M 0.01%
55,292
-3,608
287
$4.04M 0.01%
+43,100
288
$3.61M 0.01%
87,400
-9,400
289
$3.38M 0.01%
68,820
-7,080
290
$3.29M 0.01%
162,072
-2,600
291
$3.28M 0.01%
150,500
292
$3.21M 0.01%
34,400
+22,810
293
$3.15M 0.01%
145,745
-14,755
294
$3.11M 0.01%
46,285
-3,152,390
295
$3.06M 0.01%
87,183
+82,183
296
$2.97M 0.01%
165,989
+5,101
297
$2.92M 0.01%
67,300
-6,900
298
$2.86M 0.01%
191,400
-22,600
299
$2.78M 0.01%
41,168
-3,272
300
$2.78M 0.01%
129,100
-14,100
10 11
12
13 14