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
201
$14.5M 0.03%
666,280
-36,784
202
$14.5M 0.03%
212,733
-10,210
203
$14.2M 0.03%
266,550
-15,107
204
$14M 0.03%
897,172
-587,092
205
$13.9M 0.03%
361,300
-5,850
206
$13.8M 0.03%
470,800
-11,345
207
$13.7M 0.03%
354,765
-2,625
208
$13.5M 0.03%
215,560
+185,454
209
$13.3M 0.03%
161,925
-6,675
210
$13.2M 0.03%
569,115
-33,230
211
$12.9M 0.03%
239,187
-9,183
212
$12.9M 0.03%
177,607
-3,647
213
$12.7M 0.03%
210,712
+156,432
214
$12.2M 0.03%
613,001
-569,929
215
$12M 0.03%
183,543
-5,762
216
$12M 0.03%
185,885
-177,321
217
$12M 0.03%
225,939
-7,553
218
$11.7M 0.03%
124,350
-77,802
219
$11.6M 0.03%
452,128
-16,140
220
$11.6M 0.03%
274,007
-14,827
221
$11.5M 0.03%
262,307
-1,425
222
$11.5M 0.03%
376,775
-1,500
223
$11.4M 0.03%
263,455
+620
224
$11.3M 0.03%
215,904
-6,855
225
$11.3M 0.03%
163,480
-16,321