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
26
$599M 1.35%
8,971,491
+82,764
27
$597M 1.35%
3,245,520
+39,793
28
$580M 1.31%
23,162,646
-536,698
29
$550M 1.24%
26,532,183
+7,197,530
30
$527M 1.19%
11,072,128
-40,935
31
$523M 1.18%
4,635,910
+70,712
32
$502M 1.13%
5,118,180
-82,149
33
$501M 1.13%
6,572,444
+120,153
34
$486M 1.1%
3,597,235
+117,843
35
$483M 1.09%
5,937,388
-298,957
36
$466M 1.05%
18,055,095
-287,394
37
$435M 0.98%
6,584,626
+108,497
38
$427M 0.96%
10,444,769
-370,039
39
$425M 0.96%
4,349,028
-116,551
40
$415M 0.94%
81,469,628
+7,504,363
41
$411M 0.93%
4,919,395
+36,293
42
$404M 0.91%
3,400,506
-104,687
43
$384M 0.87%
3,939,601
-91,684
44
$376M 0.85%
9,725,039
-21,082
45
$373M 0.84%
12,118,066
+770,608
46
$345M 0.78%
17,251,645
+408,603
47
$339M 0.77%
3,051,214
-127,087
48
$317M 0.72%
14,161,081
-516,159
49
$241M 0.54%
2,272,335
+166,148
50
$219M 0.49%
3,820,749
+77,376