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
251
$39M 0.02%
2,468,722
+12,207
252
$39M 0.02%
345,768
+61,962
253
$38.9M 0.02%
635,114
+188,827
254
$38.6M 0.02%
771,812
-56,362
255
$38.5M 0.02%
1,941,952
-43,990
256
$38.5M 0.02%
1,270,758
-18,247
257
$38.3M 0.02%
989,376
-51,743
258
$38.1M 0.02%
168,752
+1,402
259
$36.8M 0.01%
103,810
+33,356
260
$36.5M 0.01%
663,729
+5,417
261
$36.5M 0.01%
1,014,056
-88,326
262
$36.4M 0.01%
394,280
-31,005
263
$36.1M 0.01%
217,887
-1,575
264
$36M 0.01%
85,671
+16,713
265
$35.3M 0.01%
2,115,030
-103,562
266
$35.1M 0.01%
106,871
+14,135
267
$34.7M 0.01%
444,670
-94,070
268
$34.5M 0.01%
493,725
-36,021
269
$34.2M 0.01%
200,872
+59,069
270
$34.1M 0.01%
1,829,860
+277,333
271
$34M 0.01%
1,053,345
+203,881
272
$34M 0.01%
3,331,818
+232,393
273
$33.6M 0.01%
138,175
-15,549
274
$33.5M 0.01%
217,806
+84,170
275
$33.5M 0.01%
845,718
-32,042