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
426
$10.3M ﹤0.01%
319,153
-34,870
427
$10.3M ﹤0.01%
328,650
-70
428
$10.2M ﹤0.01%
56,300
+32,567
429
$10.1M ﹤0.01%
1,001,467
-1,490
430
$10.1M ﹤0.01%
86,198
+1,421
431
$10.1M ﹤0.01%
386,068
+253,705
432
$9.93M ﹤0.01%
518,027
+23,103
433
$9.93M ﹤0.01%
176,637
+53,735
434
$9.89M ﹤0.01%
101,520
-1,787
435
$9.86M ﹤0.01%
666,990
+569,409
436
$9.84M ﹤0.01%
43,028
+16,301
437
$9.54M ﹤0.01%
153,171
+148,865
438
$9.53M ﹤0.01%
331,359
+70,574
439
$9.42M ﹤0.01%
28,742
+2
440
$9.41M ﹤0.01%
114,289
+5,928
441
$9.36M ﹤0.01%
170,500
+23,937
442
$9.23M ﹤0.01%
99,974
+93,566
443
$9.18M ﹤0.01%
249,563
-34,319
444
$9.08M ﹤0.01%
499,582
+16,615
445
$8.92M ﹤0.01%
4,819,628
-827,596
446
$8.91M ﹤0.01%
253,871
+32
447
$8.9M ﹤0.01%
22,041
+4,883
448
$8.9M ﹤0.01%
103,891
-358
449
$8.89M ﹤0.01%
59,437
+206
450
$8.75M ﹤0.01%
47,721
-2,252