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
376
$348K ﹤0.01%
+5,696
377
$338K ﹤0.01%
5,309
+533
378
$337K ﹤0.01%
8,746
+1,101
379
$337K ﹤0.01%
34,857
+1,635
380
$337K ﹤0.01%
22,960
+194
381
$333K ﹤0.01%
26,150
382
$318K ﹤0.01%
5,069
-868
383
$315K ﹤0.01%
7,342
+1,204
384
$309K ﹤0.01%
3,036
-2,055
385
$304K ﹤0.01%
2,463
-1,429
386
$302K ﹤0.01%
10,470
387
$298K ﹤0.01%
+3,052
388
$296K ﹤0.01%
9,495
+1,771
389
$291K ﹤0.01%
6,622
+725
390
$286K ﹤0.01%
14,402
-2,980
391
$282K ﹤0.01%
4,263
-1,474
392
$278K ﹤0.01%
3,410
-16,479
393
$274K ﹤0.01%
3,705
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394
$267K ﹤0.01%
+2,501
395
$259K ﹤0.01%
+2,970
396
$254K ﹤0.01%
4,904
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397
$254K ﹤0.01%
+4,222
398
$247K ﹤0.01%
3,696
+277
399
$245K ﹤0.01%
2,767
-2,211
400
$244K ﹤0.01%
+2,488