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
101
$64.2M 0.14%
1,318,403
-17,437
102
$63.5M 0.14%
1,296,138
-78,173
103
$62.7M 0.14%
1,229,457
-151,583
104
$62.2M 0.14%
718,685
+18,068
105
$61.9M 0.14%
1,959,154
-22,150
106
$61.6M 0.14%
660,348
-210,925
107
$61.4M 0.14%
2,242,425
-751,785
108
$61M 0.14%
1,477,741
-482,417
109
$60.8M 0.14%
1,723,690
+1,276,080
110
$60.3M 0.14%
1,811,967
+324,099
111
$59.8M 0.13%
4,017,237
-85,280
112
$58.2M 0.13%
1,505,945
+860,020
113
$57.7M 0.13%
2,886,160
+1,981,370
114
$57.6M 0.13%
845,978
-219,780
115
$56.7M 0.13%
2,834,568
-600,760
116
$56.2M 0.13%
850,113
+109,625
117
$55.8M 0.13%
2,459,060
+1,540,265
118
$55.6M 0.13%
771,702
-150,495
119
$54.6M 0.12%
5,056,140
+656,384
120
$54.1M 0.12%
1,229,033
-13,540
121
$53.5M 0.12%
743,908
-11,911
122
$52.9M 0.12%
1,594,292
-16,050
123
$52.2M 0.12%
9,406,016
+2,340,315
124
$52M 0.12%
1,119,085
-25,640
125
$50.9M 0.11%
882,753
-298,303