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
176
$21.6M 0.05%
366,613
+18,098
177
$21.3M 0.05%
4,187,435
+966,066
178
$21.1M 0.05%
167,800
-45,766
179
$20.8M 0.05%
1,643,940
-3,500
180
$20M 0.05%
1,022,165
+47,680
181
$19.6M 0.04%
1,146,070
-1,350
182
$19.5M 0.04%
384,735
-28,500
183
$19.1M 0.04%
718,788
-5,915
184
$18.3M 0.04%
351,360
-5,400
185
$17.9M 0.04%
162,917
-6,041
186
$17.7M 0.04%
201,533
-209,391
187
$16.8M 0.04%
257,270
-10,110
188
$16.7M 0.04%
206,002
-7,320
189
$16.6M 0.04%
375,285
-8,870
190
$16.5M 0.04%
306,130
-16,590
191
$16.3M 0.04%
206,687
-11,095
192
$16.2M 0.04%
176,717
-7,287
193
$16.1M 0.04%
214,966
+316
194
$15.8M 0.04%
681,197
-452,262
195
$15.6M 0.04%
124,866
+3,056
196
$15.4M 0.03%
420,790
-16,755
197
$15.2M 0.03%
423,977
-20,445
198
$14.8M 0.03%
191,330
-11,715
199
$14.8M 0.03%
1,141,730
+52,260
200
$14.6M 0.03%
183,475
-5,790