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
401
$243K ﹤0.01%
1,972
+88
402
$241K ﹤0.01%
+3,011
403
$239K ﹤0.01%
+2,168
404
$234K ﹤0.01%
2,857
-103
405
$228K ﹤0.01%
3,876
-210
406
$225K ﹤0.01%
25,977
-2,750
407
$221K ﹤0.01%
5,438
+451
408
$221K ﹤0.01%
3,171
-636
409
$221K ﹤0.01%
5,382
-4,950
410
$217K ﹤0.01%
3,872
+96
411
$216K ﹤0.01%
1,146
-406
412
$216K ﹤0.01%
4,340
-1,125
413
$215K ﹤0.01%
3,064
+54
414
$215K ﹤0.01%
+15,450
415
$210K ﹤0.01%
8,127
-3,215
416
$209K ﹤0.01%
2,371
+120
417
$209K ﹤0.01%
3,391
+163
418
$207K ﹤0.01%
+1,558
419
$205K ﹤0.01%
+2,505
420
$202K ﹤0.01%
1,774
-616
421
$201K ﹤0.01%
4,736
422
$201K ﹤0.01%
4,614
-3,560
423
$201K ﹤0.01%
+2,149
424
$194K ﹤0.01%
14,000
425
$187K ﹤0.01%
15,200