Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$208M
2 +$150M
3 +$66.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$48.3M
5
CEO
CNOOC Limited
CEO
+$44M

Sector Composition

1 Financials 19.85%
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
176
$21.3M 0.05%
4,187,435
+966,066
177
$21.1M 0.05%
167,800
-45,766
178
$20.8M 0.05%
1,643,940
-3,500
179
$20M 0.05%
1,022,165
+47,680
180
$19.6M 0.04%
1,146,070
-1,350
181
$19.5M 0.04%
384,735
-28,500
182
$19.1M 0.04%
718,788
-5,915
183
$18.3M 0.04%
351,360
-5,400
184
$17.9M 0.04%
162,917
-6,041
185
$17.7M 0.04%
201,533
-209,391
186
$16.8M 0.04%
257,270
-10,110
187
$16.7M 0.04%
206,002
-7,320
188
$16.6M 0.04%
375,285
-8,870
189
$16.5M 0.04%
306,130
-16,590
190
$16.3M 0.04%
206,687
-11,095
191
$16.2M 0.04%
176,717
-7,287
192
$16.1M 0.04%
214,966
+316
193
$15.8M 0.04%
681,197
-452,262
194
$15.6M 0.04%
124,866
+3,056
195
$15.4M 0.03%
420,790
-16,755
196
$15.2M 0.03%
423,977
-20,445
197
$14.8M 0.03%
191,330
-11,715
198
$14.8M 0.03%
1,141,730
+52,260
199
$14.6M 0.03%
183,475
-5,790
200
$14.5M 0.03%
666,280
-36,784