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
326
$1.21M ﹤0.01%
17,500
327
$1.2M ﹤0.01%
22,065
-2
328
$1.16M ﹤0.01%
11,470
-1,485
329
$1.15M ﹤0.01%
9,260
+792
330
$1.09M ﹤0.01%
12,890
+3,864
331
$1.03M ﹤0.01%
9,161
-460
332
$1.01M ﹤0.01%
11,980
-139
333
$964K ﹤0.01%
28,930
-520
334
$953K ﹤0.01%
18,794
+76
335
$909K ﹤0.01%
18,645
+925
336
$846K ﹤0.01%
15,180
-20,884
337
$840K ﹤0.01%
11,945
-6,665
338
$830K ﹤0.01%
6,685
-197
339
$829K ﹤0.01%
14,855
-2,575
340
$820K ﹤0.01%
8,980
-719
341
$817K ﹤0.01%
15,733
-2,405
342
$721K ﹤0.01%
52,249
-4,986,698
343
$716K ﹤0.01%
16,289
+11,864
344
$689K ﹤0.01%
18,778
-2,198
345
$677K ﹤0.01%
8,464
+1,438
346
$669K ﹤0.01%
8,681
-175
347
$663K ﹤0.01%
6,848
-6,428
348
$625K ﹤0.01%
16,970
-56,673
349
$622K ﹤0.01%
15,005
-15
350
$594K ﹤0.01%
8,994
-2,552