Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$715M
2 +$350M
3 +$223M
4
EMR icon
Emerson Electric
EMR
+$173M
5
AAPL icon
Apple
AAPL
+$159M

Top Sells

1 +$155M
2 +$134M
3 +$131M
4
HLN icon
Haleon
HLN
+$130M
5
INTU icon
Intuit
INTU
+$118M

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
451
$8.69M ﹤0.01%
66,341
+461
452
$8.52M ﹤0.01%
63,491
+8,113
453
$8.25M ﹤0.01%
117,065
+48
454
$8.11M ﹤0.01%
202,305
+132,040
455
$8.11M ﹤0.01%
225,469
+67,059
456
$8.05M ﹤0.01%
+34,915
457
$7.9M ﹤0.01%
44,798
+3,060
458
$7.81M ﹤0.01%
287,070
-60,810
459
$7.76M ﹤0.01%
572,994
+31,677
460
$7.68M ﹤0.01%
43,233
+4,319
461
$7.41M ﹤0.01%
22,001
+659
462
$7.4M ﹤0.01%
498,062
-97,571
463
$7.38M ﹤0.01%
167,817
+107,916
464
$7.16M ﹤0.01%
34,043
-11,478
465
$7.09M ﹤0.01%
24,463
+4,969
466
$6.94M ﹤0.01%
205,326
+706
467
$6.74M ﹤0.01%
+144,257
468
$6.6M ﹤0.01%
72,628
+11,005
469
$6.55M ﹤0.01%
44,000
+6,248
470
$6.54M ﹤0.01%
204,624
-19,158
471
$6.51M ﹤0.01%
103,793
+20,418
472
$6.51M ﹤0.01%
98,058
-311
473
$6.46M ﹤0.01%
11,028
+3,292
474
$6.39M ﹤0.01%
57,248
+16,633
475
$6.28M ﹤0.01%
56,095
+22