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
476
$6.24M ﹤0.01%
124,432
-1
477
$6.14M ﹤0.01%
12,643
+122
478
$6.07M ﹤0.01%
17,981
-2
479
$6.03M ﹤0.01%
54,162
-47,082
480
$6.01M ﹤0.01%
327,505
+132,906
481
$5.97M ﹤0.01%
205,877
-249,994
482
$5.9M ﹤0.01%
196,406
+41,275
483
$5.9M ﹤0.01%
44,916
+163
484
$5.86M ﹤0.01%
27,347
-244
485
$5.86M ﹤0.01%
93,409
+968
486
$5.77M ﹤0.01%
16,339
+10,034
487
$5.73M ﹤0.01%
54,767
+23,511
488
$5.43M ﹤0.01%
99,855
-16,611
489
$5.39M ﹤0.01%
104,657
+10,044
490
$5.28M ﹤0.01%
73,454
+6,130
491
$5.2M ﹤0.01%
280,409
+107,880
492
$5.05M ﹤0.01%
45,025
-3,724
493
$5.04M ﹤0.01%
318,032
494
$5.03M ﹤0.01%
180,298
+144,635
495
$4.98M ﹤0.01%
31,692
+417
496
$4.94M ﹤0.01%
75,471
+22,771
497
$4.89M ﹤0.01%
119,667
-551
498
$4.87M ﹤0.01%
348,624
+53,930
499
$4.83M ﹤0.01%
36,293
+19,974
500
$4.75M ﹤0.01%
104,742
+26,648