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
126
$50.9M 0.11%
1,902,395
-28,630
127
$50.8M 0.11%
1,291,251
-505,190
128
$49.6M 0.11%
763,825
-6,900
129
$49.5M 0.11%
4,356,426
-82,275
130
$49M 0.11%
503,852
-9,660
131
$48.9M 0.11%
904,538
-11,445
132
$48.8M 0.11%
1,050,292
+579,441
133
$47.5M 0.11%
441,755
-384,405
134
$44.7M 0.1%
2,135,130
-32,010
135
$44.4M 0.1%
610,092
-7,625
136
$44.1M 0.1%
5,957,750
-841,460
137
$44.1M 0.1%
581,599
-290,921
138
$43.6M 0.1%
2,909,488
-29,280
139
$43.2M 0.1%
337,141
-5,075
140
$42.6M 0.1%
601,758
-331,497
141
$42.1M 0.09%
616,247
-11,675
142
$41.8M 0.09%
2,038,335
-49,885
143
$41.5M 0.09%
1,524,150
+2,850
144
$41.2M 0.09%
759,861
-392,902
145
$40.7M 0.09%
363,037
-4,155
146
$40.6M 0.09%
662,535
-5,925
147
$40.5M 0.09%
991,840
+120,711
148
$40.4M 0.09%
117,004
-14,289
149
$40M 0.09%
1,184,894
-23,425
150
$39.1M 0.09%
1,138,504
-21,920