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
326
$23.9M 0.01%
3,182,617
-155,445
327
$23.9M 0.01%
585,228
+20,925
328
$23.8M 0.01%
290,384
+61,805
329
$23.2M 0.01%
1,081,370
-85,622
330
$23.1M 0.01%
564,253
-46,746
331
$22.9M 0.01%
47,783
+22,598
332
$22.8M 0.01%
849,678
+126,996
333
$22.8M 0.01%
139,002
-13,786
334
$22.5M 0.01%
876,599
+27,690
335
$22.1M 0.01%
120,431
+76,499
336
$21.7M 0.01%
224,181
+2,491
337
$21.4M 0.01%
1,518,188
-9,085
338
$21M 0.01%
187,208
+7
339
$20.8M 0.01%
83,483
+2,710
340
$20.7M 0.01%
519,257
+71,472
341
$20.1M 0.01%
519,302
+354,297
342
$20.1M 0.01%
80,013
+49,629
343
$20.1M 0.01%
885,516
+49,848
344
$19.9M 0.01%
100,891
+3,164
345
$19.8M 0.01%
414,719
+90,714
346
$19.6M 0.01%
1,656,635
-146,458
347
$19.5M 0.01%
411,854
+9,252
348
$19M 0.01%
95,200
+19,040
349
$18.7M 0.01%
461,288
-21,628
350
$18.3M 0.01%
886,349
+32,320