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 Buys

1
+$149M
2
+$92.9M
3
+$84M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$72.5M
5
FIEG
FI Enhanced Global High Yield Exchange Traded Notes
FIEG
+$48.1M

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
301
$2.78M 0.01%
129,100
-14,100
302
$2.73M 0.01%
55,450
-6,100
303
$2.58M 0.01%
157,160
+78,762
304
$2.55M 0.01%
32,765
-2,549
305
$2.46M 0.01%
136,969
-16,465
306
$2.18M ﹤0.01%
26,634
-7,836
307
$2.1M ﹤0.01%
69,859
-7,800
308
$2.09M ﹤0.01%
61,250
-4,505
309
$2.05M ﹤0.01%
30,477
-154
310
$2.02M ﹤0.01%
119,500
-10,200
311
$1.97M ﹤0.01%
74,496
-19,301
312
$1.97M ﹤0.01%
32,280
-175
313
$1.91M ﹤0.01%
65,925
314
$1.72M ﹤0.01%
38,200
-3,700
315
$1.69M ﹤0.01%
9
316
$1.67M ﹤0.01%
44,725
-1,175
317
$1.63M ﹤0.01%
43,446
-1,354
318
$1.59M ﹤0.01%
23,146
-1,564
319
$1.54M ﹤0.01%
32,340
+8,792
320
$1.47M ﹤0.01%
8,585
-893,990
321
$1.43M ﹤0.01%
7,170
-1,031
322
$1.43M ﹤0.01%
13,153
+148
323
$1.34M ﹤0.01%
+68,350
324
$1.3M ﹤0.01%
6,944
-2,272
325
$1.25M ﹤0.01%
12,622
+2,161
11 12
13
14 15