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
401
$244K ﹤0.01%
4,148
-281
402
$243K ﹤0.01%
1,972
+88
403
$241K ﹤0.01%
+3,011
404
$239K ﹤0.01%
+2,168
405
$234K ﹤0.01%
2,857
-103
406
$228K ﹤0.01%
3,876
-210
407
$225K ﹤0.01%
25,977
-2,750
408
$221K ﹤0.01%
5,438
+451
409
$221K ﹤0.01%
3,171
-636
410
$221K ﹤0.01%
5,382
-4,950
411
$217K ﹤0.01%
3,872
+96
412
$216K ﹤0.01%
1,146
-406
413
$216K ﹤0.01%
4,340
-1,125
414
$215K ﹤0.01%
3,064
+54
415
$215K ﹤0.01%
+15,450
416
$210K ﹤0.01%
8,127
-3,215
417
$209K ﹤0.01%
2,371
+120
418
$209K ﹤0.01%
3,391
+163
419
$207K ﹤0.01%
+1,558
420
$205K ﹤0.01%
+2,505
421
$202K ﹤0.01%
1,774
-616
422
$201K ﹤0.01%
4,736
423
$201K ﹤0.01%
4,614
-3,560
424
$201K ﹤0.01%
+2,149
425
$194K ﹤0.01%
14,000