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
351
$585K ﹤0.01%
3,584
-459
352
$584K ﹤0.01%
9,004
-46
353
$573K ﹤0.01%
481
+59
354
$542K ﹤0.01%
+11,900
355
$499K ﹤0.01%
13,520
-2,526
356
$482K ﹤0.01%
7,217
-175
357
$476K ﹤0.01%
6,300
358
$464K ﹤0.01%
7,514
-1
359
$463K ﹤0.01%
32,500
360
$455K ﹤0.01%
13,162
+5,836
361
$431K ﹤0.01%
2,839
-272,001
362
$428K ﹤0.01%
8,759
363
$423K ﹤0.01%
4,909
-327
364
$422K ﹤0.01%
6,853
-167
365
$413K ﹤0.01%
4,250
-50
366
$405K ﹤0.01%
22,888
-2,971,818
367
$402K ﹤0.01%
3,546
-7
368
$391K ﹤0.01%
7,278
-3,572
369
$389K ﹤0.01%
11,025
+1,518
370
$387K ﹤0.01%
4,446
-1,238
371
$383K ﹤0.01%
11,596
-1,840
372
$363K ﹤0.01%
2,447
+107
373
$357K ﹤0.01%
3,000
374
$349K ﹤0.01%
10,054
-2,914
375
$348K ﹤0.01%
+5,696
13 14
15
16 17