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
676
$875K ﹤0.01%
7,589
+2,896
677
$871K ﹤0.01%
36,987
+26
678
$865K ﹤0.01%
110,908
-18,507
679
$864K ﹤0.01%
+8,514
680
$854K ﹤0.01%
46,160
+21,126
681
$847K ﹤0.01%
6,268
+1,561
682
$846K ﹤0.01%
30,357
+2,233
683
$843K ﹤0.01%
+9,756
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$841K ﹤0.01%
14,815
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685
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4,593
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2,429
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687
$831K ﹤0.01%
14,474
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688
$830K ﹤0.01%
26,476
+8,900
689
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42,259
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3,051
-3,467
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$820K ﹤0.01%
42,754
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$816K ﹤0.01%
6,728
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693
$815K ﹤0.01%
17,735
-4,236
694
$814K ﹤0.01%
52,127
695
$807K ﹤0.01%
+21,917
696
$805K ﹤0.01%
10,360
-2,030
697
$796K ﹤0.01%
7,691
+494
698
$793K ﹤0.01%
12,440
+7,337
699
$790K ﹤0.01%
+4,137
700
$781K ﹤0.01%
13,531
+2,161