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
576
$2.09M ﹤0.01%
29,789
+4,956
577
$2.07M ﹤0.01%
16,877
+22
578
$2.03M ﹤0.01%
65,792
579
$2.02M ﹤0.01%
50,111
-2,670
580
$2M ﹤0.01%
131,611
-70
581
$2M ﹤0.01%
28,923
+17,401
582
$2M ﹤0.01%
7,852
+610
583
$1.98M ﹤0.01%
7,094
+2
584
$1.97M ﹤0.01%
30,709
585
$1.92M ﹤0.01%
108,023
586
$1.91M ﹤0.01%
103,067
587
$1.89M ﹤0.01%
41,152
588
$1.87M ﹤0.01%
75,175
589
$1.87M ﹤0.01%
12,838
-1,633
590
$1.84M ﹤0.01%
239,286
591
$1.83M ﹤0.01%
17,923
-754,144
592
$1.82M ﹤0.01%
48,086
593
$1.81M ﹤0.01%
86,847
+50
594
$1.81M ﹤0.01%
51,703
595
$1.81M ﹤0.01%
34,941
-3,417
596
$1.8M ﹤0.01%
25,100
-652
597
$1.79M ﹤0.01%
70,566
598
$1.78M ﹤0.01%
14,802
+3,829
599
$1.75M ﹤0.01%
23,389
+4,141
600
$1.74M ﹤0.01%
4,955
+2,224
22 23
24
25 26