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
276
$33.3M 0.01%
237,959
+5,327
277
$32.8M 0.01%
73,511
+2,024
278
$32.8M 0.01%
290,326
+29,516
279
$32.6M 0.01%
279,183
+64,980
280
$32.2M 0.01%
3,424,514
-2,024,607
281
$32.1M 0.01%
514,483
-37,006
282
$32.1M 0.01%
782,884
-53,272
283
$31.9M 0.01%
1,726,405
-64,675
284
$31.9M 0.01%
546,987
+216,543
285
$31.7M 0.01%
745,798
+17,124
286
$31.6M 0.01%
960,661
+105,333
287
$30.9M 0.01%
760,308
-1,658
288
$30.3M 0.01%
613,647
+6,461
289
$29.7M 0.01%
1,106,888
+137,194
290
$29.2M 0.01%
732,021
-5,373
291
$29M 0.01%
616,492
+74,208
292
$28.9M 0.01%
156,210
+71,458
293
$28.8M 0.01%
1,248,274
+225,726
294
$28.6M 0.01%
707,351
-32,659
295
$28.6M 0.01%
559,287
+77,188
296
$28.6M 0.01%
417,430
+122,140
297
$28.4M 0.01%
223,767
-822
298
$28.4M 0.01%
466,053
-34,236
299
$28.4M 0.01%
275,664
+9,345
300
$28.3M 0.01%
322,124
-41,692