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
351
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21,648
-218
352
$585K ﹤0.01%
3,584
-459
353
$584K ﹤0.01%
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-46
354
$573K ﹤0.01%
481
+59
355
$542K ﹤0.01%
+11,900
356
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13,520
-2,526
357
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7,217
-175
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$476K ﹤0.01%
6,300
359
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7,514
-1
360
$463K ﹤0.01%
32,500
361
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13,162
+5,836
362
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2,839
-272,001
363
$428K ﹤0.01%
8,759
364
$423K ﹤0.01%
4,909
-327
365
$422K ﹤0.01%
6,853
-167
366
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4,250
-50
367
$405K ﹤0.01%
22,888
-2,971,818
368
$402K ﹤0.01%
3,546
-7
369
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7,278
-3,572
370
$389K ﹤0.01%
11,025
+1,518
371
$387K ﹤0.01%
4,446
-1,238
372
$383K ﹤0.01%
11,596
-1,840
373
$363K ﹤0.01%
2,447
+107
374
$357K ﹤0.01%
3,000
375
$349K ﹤0.01%
10,054
-2,914