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
51
$199M 0.45%
19,412,180
+1,872,344
52
$186M 0.42%
1,967,734
+149,701
53
$184M 0.41%
1,425,789
-24,996
54
$174M 0.39%
3,750,388
+220,570
55
$161M 0.36%
2,181,534
-30,500
56
$137M 0.31%
2,534,004
-38,545
57
$136M 0.31%
1,764,170
-22,810
58
$135M 0.3%
3,804,525
+1,034,050
59
$130M 0.29%
1,020,191
+323,711
60
$116M 0.26%
4,390,554
-57,145
61
$113M 0.25%
1,722,149
-186,700
62
$113M 0.25%
3,040,716
-425,830
63
$112M 0.25%
3,078,919
-33,783
64
$109M 0.25%
4,846,208
-607,192
65
$103M 0.23%
2,569,692
-36,950
66
$102M 0.23%
11,614,315
+4,183,700
67
$100M 0.23%
2,395,982
-33,615
68
$95.8M 0.22%
6,563,365
-92,745
69
$94.7M 0.21%
918,983
-10,760
70
$93.4M 0.21%
2,505,408
-65,258
71
$92.9M 0.21%
1,515,808
-20,535
72
$91.3M 0.21%
11,994,005
-250,215
73
$91.2M 0.21%
761,864
+401,523
74
$90M 0.2%
1,711,264
-23,370
75
$89.9M 0.2%
1,239,461
-5,132