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
351
$18.2M 0.01%
249,830
+57,780
352
$18.1M 0.01%
388,169
-58,337
353
$18M 0.01%
746,011
-8,280
354
$18M 0.01%
155,688
+29,969
355
$17.7M 0.01%
86,546
+7,178
356
$17.6M 0.01%
60,955
-3,664
357
$17.4M 0.01%
511,051
+7,998
358
$17.2M 0.01%
356,752
-37,383
359
$17.1M 0.01%
348,656
+151,761
360
$17M 0.01%
1,827,144
-114,196
361
$17M 0.01%
49,944
+23,504
362
$16.9M 0.01%
1,874,297
-44,347
363
$16.9M 0.01%
133,940
-13,091
364
$16.6M 0.01%
+395,265
365
$16.6M 0.01%
1,299,374
-72,188
366
$16.5M 0.01%
641,916
+431,537
367
$16.5M 0.01%
818,345
+575,661
368
$16.3M 0.01%
220,770
+158,200
369
$16.3M 0.01%
114,092
-44
370
$16.3M 0.01%
941,269
-48,998
371
$16.3M 0.01%
164,360
+7,782
372
$16.2M 0.01%
213,412
+137,687
373
$16.2M 0.01%
1,528,771
-224,909
374
$16.2M 0.01%
792,499
+245,168
375
$15.9M 0.01%
550,127
+16,520