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
526
$3.66M ﹤0.01%
81,561
+8,004
527
$3.66M ﹤0.01%
31,659
-138
528
$3.66M ﹤0.01%
7,527
+785
529
$3.56M ﹤0.01%
519,495
+24,178
530
$3.55M ﹤0.01%
12,834
-5
531
$3.53M ﹤0.01%
84,391
+1,460
532
$3.51M ﹤0.01%
12,289
+33
533
$3.44M ﹤0.01%
89,453
534
$3.41M ﹤0.01%
124,624
-1,422
535
$3.4M ﹤0.01%
32,180
+20,208
536
$3.34M ﹤0.01%
55,354
+2,403
537
$3.34M ﹤0.01%
166,408
-13,914
538
$3.33M ﹤0.01%
250,641
+22,030
539
$3.23M ﹤0.01%
42,469
-2,311
540
$3.22M ﹤0.01%
141,436
+21,010
541
$3.17M ﹤0.01%
6,355
-164
542
$3.08M ﹤0.01%
15,696
+8,298
543
$3.05M ﹤0.01%
62,223
-53
544
$3.05M ﹤0.01%
5,178
-591
545
$3.03M ﹤0.01%
27,392
+524
546
$3.02M ﹤0.01%
36,505
-1,988
547
$2.97M ﹤0.01%
74,370
+7,502
548
$2.97M ﹤0.01%
19,617
+777
549
$2.93M ﹤0.01%
7,127
-1,188
550
$2.88M ﹤0.01%
12,373
+2,370