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
401
$13.3M 0.01%
113,422
+2,758
402
$13.2M 0.01%
557,483
+34,720
403
$13.1M 0.01%
568,673
-64
404
$12.9M 0.01%
210,342
405
$12.9M 0.01%
363,537
-34,895
406
$12.7M 0.01%
223,877
-2,603
407
$12.6M 0.01%
92,104
+23,834
408
$12.4M ﹤0.01%
905,209
+302,367
409
$12.2M ﹤0.01%
509,000
410
$12.1M ﹤0.01%
188,385
+69,753
411
$12M ﹤0.01%
29,908
+2,886
412
$11.9M ﹤0.01%
201,389
+6,333
413
$11.9M ﹤0.01%
302,959
+76,924
414
$11.8M ﹤0.01%
91,793
-3,674
415
$11.5M ﹤0.01%
186,489
+16,003
416
$11.4M ﹤0.01%
452,497
+78,145
417
$11.3M ﹤0.01%
89,416
-34,654
418
$11.2M ﹤0.01%
+265,189
419
$11.1M ﹤0.01%
120,868
+60,637
420
$10.9M ﹤0.01%
+293,187
421
$10.8M ﹤0.01%
78,557
-14,805
422
$10.8M ﹤0.01%
100,638
+41,064
423
$10.6M ﹤0.01%
150,312
-29,907
424
$10.4M ﹤0.01%
319,090
+90
425
$10.4M ﹤0.01%
147,421