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
26
$2.82B 1.12%
3,077,905
+43,414
27
$2.6B 1.03%
8,761,336
+95,927
28
$2.54B 1.01%
4,868,869
+86,488
29
$2.29B 0.91%
3,642,780
-184,891
30
$2.26B 0.9%
59,364,720
-44,675
31
$2.2B 0.88%
19,047,685
+576,214
32
$2.2B 0.87%
4,174,204
+56,714
33
$2.19B 0.87%
3,162,286
-23,936
34
$2.15B 0.86%
4,843,479
-16,105
35
$2.11B 0.84%
30,014,183
+1,043,826
36
$2.11B 0.84%
2,060,640
-131,607
37
$2.08B 0.83%
419,459
+717
38
$2.06B 0.82%
46,887,442
+1,671,610
39
$1.81B 0.72%
19,701,940
+1,436,342
40
$1.78B 0.71%
1,682,141
+19,173
41
$1.74B 0.69%
3,434,467
+237,300
42
$1.62B 0.64%
9,086,286
-608,011
43
$1.6B 0.64%
16,111,604
+1,458,169
44
$1.56B 0.62%
24,938,735
+408,088
45
$1.51B 0.6%
20,455,266
+265,708
46
$1.47B 0.58%
4,080,033
-159,942
47
$1.44B 0.57%
6,305,684
+20,099
48
$1.39B 0.55%
2,665,902
+29,344
49
$1.37B 0.54%
13,780,782
+1,324,771
50
$1.36B 0.54%
44,131,266
+550,242
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