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
501
$4.67M ﹤0.01%
189,038
+20,029
502
$4.64M ﹤0.01%
40,633
-20,203
503
$4.61M ﹤0.01%
76,422
-28,662
504
$4.54M ﹤0.01%
11,862
-604
505
$4.48M ﹤0.01%
293,123
-1,337,104
506
$4.32M ﹤0.01%
12,582
+2,167
507
$4.29M ﹤0.01%
26,427
+376
508
$4.28M ﹤0.01%
540,695
+7,009
509
$4.25M ﹤0.01%
133,543
+86,753
510
$4.23M ﹤0.01%
7,984
-12
511
$4.2M ﹤0.01%
5,890
+833
512
$4.19M ﹤0.01%
49,785
-685
513
$4.19M ﹤0.01%
438,995
-13,243,267
514
$4.18M ﹤0.01%
74,195
+20,033
515
$4.13M ﹤0.01%
54,858
-2,908
516
$4.02M ﹤0.01%
55,361
+15,359
517
$4.02M ﹤0.01%
18,292
+2,872
518
$4.02M ﹤0.01%
21,387
+5,408
519
$4.02M ﹤0.01%
10,007
+2,653
520
$3.94M ﹤0.01%
120,437
-5,244
521
$3.94M ﹤0.01%
252,658
-3,659,427
522
$3.89M ﹤0.01%
7,483
-115
523
$3.76M ﹤0.01%
71,875
+9,520
524
$3.71M ﹤0.01%
172,112
+23,728
525
$3.68M ﹤0.01%
73,446
+26,531