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
376
$15.8M 0.01%
566,132
-283
377
$15.8M 0.01%
71,600
+3,224
378
$15.8M 0.01%
119,745
+44,866
379
$15.5M 0.01%
254,216
+21,792
380
$15.4M 0.01%
403,000
+74,000
381
$15.2M 0.01%
406,968
+170,595
382
$15.1M 0.01%
241,820
+13,917
383
$15.1M 0.01%
218,519
+99,223
384
$14.9M 0.01%
32,820
+2,037
385
$14.8M 0.01%
119,292
+63,652
386
$14.8M 0.01%
414,108
+134,000
387
$14.8M 0.01%
146,637
+5,930
388
$14.6M 0.01%
385,253
+56,850
389
$14.5M 0.01%
82,896
+52,056
390
$14.3M 0.01%
164,313
-22,461
391
$14.3M 0.01%
1,533,702
-15,532
392
$14.2M 0.01%
267,028
+47,028
393
$13.9M 0.01%
+974,481
394
$13.8M 0.01%
+593,324
395
$13.8M 0.01%
621,000
+39,995
396
$13.7M 0.01%
153,450
+1
397
$13.5M 0.01%
102,282
-1,142
398
$13.5M 0.01%
494,680
-14,209
399
$13.4M 0.01%
537,000
+199,000
400
$13.4M 0.01%
209,730
+22,474