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
376
$338K ﹤0.01%
5,309
+533
377
$337K ﹤0.01%
8,746
+1,101
378
$337K ﹤0.01%
34,857
+1,635
379
$337K ﹤0.01%
22,960
+194
380
$333K ﹤0.01%
26,150
381
$318K ﹤0.01%
5,069
-868
382
$315K ﹤0.01%
7,342
+1,204
383
$309K ﹤0.01%
3,036
-2,055
384
$304K ﹤0.01%
2,463
-1,429
385
$302K ﹤0.01%
10,470
386
$298K ﹤0.01%
+3,052
387
$296K ﹤0.01%
9,495
+1,771
388
$291K ﹤0.01%
6,622
+725
389
$286K ﹤0.01%
14,402
-2,980
390
$282K ﹤0.01%
4,263
-1,474
391
$278K ﹤0.01%
3,410
-16,479
392
$274K ﹤0.01%
3,705
+845
393
$267K ﹤0.01%
+2,501
394
$259K ﹤0.01%
+2,970
395
$254K ﹤0.01%
4,904
-700
396
$254K ﹤0.01%
+4,222
397
$247K ﹤0.01%
3,696
+277
398
$245K ﹤0.01%
2,767
-2,211
399
$244K ﹤0.01%
+2,488
400
$244K ﹤0.01%
4,148
-281