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
601
$1.72M ﹤0.01%
107,968
-150
602
$1.72M ﹤0.01%
173,932
-271,052
603
$1.7M ﹤0.01%
53,630
-3,179
604
$1.69M ﹤0.01%
46,609
+11,914
605
$1.69M ﹤0.01%
16,014
-1,874
606
$1.69M ﹤0.01%
91,877
-7,366
607
$1.69M ﹤0.01%
+19,178
608
$1.67M ﹤0.01%
8,232
-38
609
$1.67M ﹤0.01%
52,743
-3,446
610
$1.65M ﹤0.01%
8,224
+238
611
$1.65M ﹤0.01%
20,014
-1,352
612
$1.65M ﹤0.01%
572,984
-83,410
613
$1.61M ﹤0.01%
45,900
614
$1.61M ﹤0.01%
16,919
-5,315
615
$1.58M ﹤0.01%
12,277
-460
616
$1.58M ﹤0.01%
14,265
+177
617
$1.57M ﹤0.01%
11,883
-1,517
618
$1.56M ﹤0.01%
7,744
+1,320
619
$1.56M ﹤0.01%
30,589
-1,636
620
$1.49M ﹤0.01%
+44,829
621
$1.47M ﹤0.01%
4,570
+1,583
622
$1.46M ﹤0.01%
28,954
+8,065
623
$1.44M ﹤0.01%
3,097
-5
624
$1.43M ﹤0.01%
59,003
-3,609
625
$1.42M ﹤0.01%
23,297
+6,491
23 24
25
26 27