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
151
$39M 0.09%
1,749,327
-33,922
152
$37.1M 0.08%
1,686,723
-36,325
153
$36.6M 0.08%
270,713
+188,102
154
$36.2M 0.08%
644,046
-17,771
155
$36.1M 0.08%
1,499,095
-16,720
156
$35.9M 0.08%
647,172
-9,870
157
$35.6M 0.08%
6,422,770
-2,214,805
158
$34.9M 0.08%
871,446
-12,360
159
$32.2M 0.07%
627,139
-415,382
160
$31M 0.07%
1,175,326
-15,250
161
$28.7M 0.06%
2,287,526
-46,925
162
$28.4M 0.06%
203,588
-4,262
163
$27.7M 0.06%
939,239
-149,315
164
$27.4M 0.06%
609,140
-7,395
165
$27.2M 0.06%
888,905
-17,540
166
$27.2M 0.06%
383,040
-77,945
167
$26.8M 0.06%
905,062
-19,415
168
$26.4M 0.06%
1,404,801
-26,911
169
$26.1M 0.06%
267,951
-56,114
170
$25.6M 0.06%
2,903,120
-17,900
171
$25.3M 0.06%
337,475
-222,945
172
$23.9M 0.05%
145,904
-97,809
173
$22.7M 0.05%
1,094,035
-14,425
174
$22.7M 0.05%
759,749
-16,250
175
$22.7M 0.05%
467,512
-13,510