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
426
$173K ﹤0.01%
+12,900
427
$171K ﹤0.01%
13,041
-5,099
428
$166K ﹤0.01%
13,042
-4,321
429
$162K ﹤0.01%
+3,695
430
$142K ﹤0.01%
+5,587
431
$139K ﹤0.01%
+25,336
432
$121K ﹤0.01%
18,400
433
$118K ﹤0.01%
12,000
434
$90K ﹤0.01%
12,277
+400
435
$90K ﹤0.01%
2,163
436
$76K ﹤0.01%
605
+30
437
$69K ﹤0.01%
1,100
438
$68K ﹤0.01%
11,155
+155
439
$37K ﹤0.01%
10,955
440
$36K ﹤0.01%
1,119
-4,000
441
$21K ﹤0.01%
50
442
$18K ﹤0.01%
10,600
443
$5K ﹤0.01%
+73
444
-4,585
445
-40,288
446
-1,772
447
-7,519
448
-8,759
449
-2,808
450
-26,400