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
76
$88.4M 0.2%
2,845,939
-41,490
77
$85.3M 0.19%
1,959,658
-31,390
78
$84.4M 0.19%
12,457,376
+3,957,504
79
$84.1M 0.19%
3,369,733
+44,143
80
$84M 0.19%
2,105,343
-25,395
81
$81.8M 0.18%
6,105,757
-1,056,885
82
$81.1M 0.18%
331,529
-73,340
83
$79.4M 0.18%
778,107
+16,863
84
$79.1M 0.18%
779,168
-14,560
85
$78.1M 0.18%
1,084,487
-11,485
86
$77M 0.17%
1,611,856
-32,180
87
$76M 0.17%
2,485,278
-150,412
88
$75M 0.17%
2,412,479
-39,105
89
$74.8M 0.17%
483,860
-12,369
90
$72.5M 0.16%
+1,748,920
91
$71.3M 0.16%
1,513,193
-33,475
92
$71.1M 0.16%
3,414,507
+12,240
93
$71.1M 0.16%
3,009,815
+664,190
94
$70M 0.16%
6,442,081
-134,520
95
$68.4M 0.15%
1,928,574
+493,517
96
$67.6M 0.15%
1,755,284
-51,195
97
$66.7M 0.15%
502,793
+126,260
98
$66.3M 0.15%
435,448
+162,964
99
$65.5M 0.15%
2,252,255
-45,155
100
$65M 0.15%
1,389,531
+14,449