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
426
$187K ﹤0.01%
15,200
427
$173K ﹤0.01%
+12,900
428
$171K ﹤0.01%
13,041
-5,099
429
$166K ﹤0.01%
13,042
-4,321
430
$162K ﹤0.01%
+3,695
431
$142K ﹤0.01%
+5,587
432
$139K ﹤0.01%
+25,336
433
$121K ﹤0.01%
18,400
434
$118K ﹤0.01%
12,000
435
$90K ﹤0.01%
12,277
+400
436
$90K ﹤0.01%
2,163
437
$76K ﹤0.01%
605
+30
438
$69K ﹤0.01%
1,100
439
$68K ﹤0.01%
11,155
+155
440
$37K ﹤0.01%
10,955
441
$36K ﹤0.01%
1,119
-4,000
442
$21K ﹤0.01%
50
443
$18K ﹤0.01%
10,600
444
$5K ﹤0.01%
+73
445
-4,585
446
-40,288
447
-1,772
448
-7,519
449
-3,665
450
-2,808