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
301
$28.2M 0.01%
323,040
-12,310
302
$28.2M 0.01%
340,556
-28,655
303
$28.1M 0.01%
446,017
+127,384
304
$28.1M 0.01%
196,491
+25,535
305
$27.9M 0.01%
108,183
-18,712
306
$27.8M 0.01%
220,903
+3,793
307
$27.7M 0.01%
180,924
+114,156
308
$27.1M 0.01%
857,498
+692,784
309
$26.8M 0.01%
99,236
+55,362
310
$26.7M 0.01%
127,900
+22,130
311
$26.6M 0.01%
7,524,297
-80,067
312
$26.6M 0.01%
398,166
+114,731
313
$26.6M 0.01%
339,716
+72,109
314
$26.5M 0.01%
702,651
-1,169,548
315
$26.2M 0.01%
2,507,921
-170,106
316
$26.2M 0.01%
176,912
+30,549
317
$26.1M 0.01%
719,901
-5,636
318
$25.9M 0.01%
479,544
-114,137
319
$25.8M 0.01%
41,007
-27,388
320
$25.8M 0.01%
183,979
-1,298
321
$25.2M 0.01%
1,381,546
-273,270
322
$24.6M 0.01%
314,386
-3,007
323
$24.1M 0.01%
465,012
+2,041
324
$24M 0.01%
141,264
+4,853
325
$24M 0.01%
554,737
-179,282