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
$251B
AUM Growth
+$7.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,024
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$344M
3
+$217M
4
EMR icon
Emerson Electric
EMR
+$177M
5
AAPL icon
Apple
AAPL
+$169M

Top Sells

1
+$142M
2
+$141M
3
+$135M
4
HLN icon
Haleon
HLN
+$126M
5
INTU icon
Intuit
INTU
+$116M

Sector Composition

1 Technology 30.36%
2 Financials 13.4%
3 Consumer Discretionary 9.1%
4 Healthcare 9.06%
5 Industrials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.3M 0.02%
1,787,006
+172,066
227
$48.1M 0.02%
160,419
+34,176
228
$48.1M 0.02%
629,881
-163,203
229
$48M 0.02%
413,988
+26,567
230
$47.7M 0.02%
1,986,087
-121,522
231
$47.4M 0.02%
7,300,362
+237,024
232
$47.2M 0.02%
885,213
-1,148,715
233
$46.8M 0.02%
155,909
+10,588
234
$45.9M 0.02%
1,914,353
-30,801
235
$45.3M 0.02%
1,413,749
+62,377
236
$45.1M 0.02%
816,179
+134,281
237
$44.8M 0.02%
1,168,050
+8,232
238
$44.2M 0.02%
785,610
+146,922
239
$44M 0.02%
1,172,810
-48,683
240
$43.3M 0.02%
1,448,828
-139,549
241
$42.9M 0.02%
232,318
+47,626
242
$42.9M 0.02%
745,404
+165,449
243
$42.6M 0.02%
2,515,576
-157,512
244
$42.6M 0.02%
407,954
-24,658
245
$42.2M 0.02%
1,262,166
+219,111
246
$41.6M 0.02%
5,035,871
-232,895
247
$40.2M 0.02%
1,466,096
-50,313
248
$39.9M 0.02%
212,857
-85,846
249
$39.4M 0.02%
56,550
+725
250
$39.1M 0.02%
55,460
+11,810
8 9
10
11 12