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
626
$1.4M ﹤0.01%
13,365
-1,613
627
$1.4M ﹤0.01%
13,926
+7,087
628
$1.37M ﹤0.01%
86,338
629
$1.36M ﹤0.01%
151,626
630
$1.33M ﹤0.01%
48,388
631
$1.32M ﹤0.01%
39,717
-612
632
$1.32M ﹤0.01%
125,577
633
$1.31M ﹤0.01%
46,197
634
$1.28M ﹤0.01%
47,384
+75
635
$1.24M ﹤0.01%
7,091
-240
636
$1.22M ﹤0.01%
53,501
-22,280
637
$1.22M ﹤0.01%
24,818
+13,090
638
$1.19M ﹤0.01%
+57,789
639
$1.18M ﹤0.01%
36,020
+3,031
640
$1.17M ﹤0.01%
111,632
641
$1.17M ﹤0.01%
239,078
-11,957
642
$1.16M ﹤0.01%
4,399
+1,925
643
$1.15M ﹤0.01%
42,137
+1,532
644
$1.14M ﹤0.01%
4,713
+2,684
645
$1.13M ﹤0.01%
89,132
+15,831
646
$1.13M ﹤0.01%
13,217
+1,676
647
$1.13M ﹤0.01%
19,123
-6,837
648
$1.12M ﹤0.01%
17,908
+4,492
649
$1.11M ﹤0.01%
102,377
650
$1.1M ﹤0.01%
+21,559