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
551
$2.86M ﹤0.01%
114,993
-432
552
$2.85M ﹤0.01%
49,588
+10,370
553
$2.79M ﹤0.01%
74,449
+681
554
$2.73M ﹤0.01%
+35,569
555
$2.69M ﹤0.01%
142,939
+20,679
556
$2.66M ﹤0.01%
183,829
-4,711
557
$2.63M ﹤0.01%
273,002
-18,979
558
$2.62M ﹤0.01%
7,717
+270
559
$2.59M ﹤0.01%
28,129
+3,342
560
$2.58M ﹤0.01%
66,795
+29
561
$2.5M ﹤0.01%
11,586
+835
562
$2.49M ﹤0.01%
85,866
-5,652
563
$2.48M ﹤0.01%
38,360
564
$2.48M ﹤0.01%
17,742
+1,877
565
$2.39M ﹤0.01%
132,503
566
$2.35M ﹤0.01%
74,981
+19,246
567
$2.34M ﹤0.01%
29,020
-1,367
568
$2.32M ﹤0.01%
50,205
569
$2.3M ﹤0.01%
16,721
+5,942
570
$2.3M ﹤0.01%
13,780
+2,693
571
$2.22M ﹤0.01%
45,883
+5,609
572
$2.18M ﹤0.01%
17,905
-250
573
$2.12M ﹤0.01%
8,864
+221
574
$2.12M ﹤0.01%
69,059
-4,079
575
$2.1M ﹤0.01%
31,065