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
651
$1.1M ﹤0.01%
25,019
+14,288
652
$1.1M ﹤0.01%
14,513
+1,697
653
$1.09M ﹤0.01%
14,250
+2,358
654
$1.07M ﹤0.01%
44,248
655
$1.07M ﹤0.01%
117,640
656
$1.07M ﹤0.01%
47,198
-352,525
657
$1.07M ﹤0.01%
3,237
+557
658
$1.06M ﹤0.01%
24,589
+68
659
$1.06M ﹤0.01%
37,068
-2
660
$1.02M ﹤0.01%
8,481
+1,738
661
$980K ﹤0.01%
10,606
+1,656
662
$946K ﹤0.01%
569,941
+3,000
663
$946K ﹤0.01%
5,585
+2,519
664
$943K ﹤0.01%
18,117
-4,334
665
$940K ﹤0.01%
77,663
666
$935K ﹤0.01%
92,351
-32,170
667
$931K ﹤0.01%
63,600
668
$926K ﹤0.01%
183,084
669
$923K ﹤0.01%
10,948
-1,918
670
$918K ﹤0.01%
13,966
+420
671
$909K ﹤0.01%
64,306
672
$904K ﹤0.01%
+3,122
673
$888K ﹤0.01%
3,368
+634
674
$884K ﹤0.01%
+41,273
675
$877K ﹤0.01%
3,967
+585