Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.41B 3.18%
11,822,429
-97,029
2
$1.13B 2.55%
9,676,801
+718,629
3
$1.03B 2.32%
8,352,146
-32,797
4
$1.01B 2.29%
21,783,585
-211,516
5
$987M 2.23%
10,962,068
+94,374
6
$980M 2.21%
9,977,824
-111,668
7
$971M 2.19%
31,875,634
-211,100
8
$941M 2.12%
12,791,399
+236,357
9
$880M 1.99%
17,694,752
-314,624
10
$788M 1.78%
46,868,840
-848,520
11
$778M 1.76%
40,599,132
+4,847,080
12
$778M 1.75%
12,812,234
-234,332
13
$762M 1.72%
6,140,925
-57,670
14
$742M 1.67%
13,743,796
-136,144
15
$729M 1.64%
26,251,269
-602,088
16
$698M 1.58%
8,856,729
-144,926
17
$689M 1.55%
16,811,352
-288,184
18
$686M 1.55%
39,868,321
-217,203
19
$676M 1.52%
12,926,402
+116,737
20
$644M 1.45%
8,045,307
-218,045
21
$640M 1.44%
5,118,992
-71,085
22
$626M 1.41%
14,297,677
-143,348
23
$623M 1.41%
7,874,188
-210,816
24
$622M 1.4%
27,263,958
+179,288
25
$602M 1.36%
7,469,194
-57,918