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 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
326
$1.2M ﹤0.01%
22,065
-2
327
$1.16M ﹤0.01%
11,470
-1,485
328
$1.15M ﹤0.01%
9,260
+792
329
$1.09M ﹤0.01%
12,890
+3,864
330
$1.03M ﹤0.01%
9,161
-460
331
$1.01M ﹤0.01%
11,980
-139
332
$964K ﹤0.01%
28,930
-520
333
$953K ﹤0.01%
18,794
+76
334
$909K ﹤0.01%
18,645
+925
335
$846K ﹤0.01%
15,180
-20,884
336
$840K ﹤0.01%
11,945
-6,665
337
$830K ﹤0.01%
6,685
-197
338
$829K ﹤0.01%
14,855
-2,575
339
$820K ﹤0.01%
8,980
-719
340
$817K ﹤0.01%
15,733
-2,405
341
$721K ﹤0.01%
52,249
-4,986,698
342
$716K ﹤0.01%
16,289
+11,864
343
$689K ﹤0.01%
18,778
-2,198
344
$677K ﹤0.01%
8,464
+1,438
345
$669K ﹤0.01%
8,681
-175
346
$663K ﹤0.01%
6,848
-6,428
347
$625K ﹤0.01%
16,970
-56,673
348
$622K ﹤0.01%
15,005
-15
349
$594K ﹤0.01%
8,994
-2,552
350
$593K ﹤0.01%
21,648
-218