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
51
$1.34B 0.53%
18,578,181
-136,549
52
$1.34B 0.53%
6,892,009
+129,560
53
$1.34B 0.53%
51,159,641
+3,266,431
54
$1.28B 0.51%
11,277,123
+174,919
55
$1.26B 0.5%
5,118,138
+403,956
56
$1.24B 0.49%
15,743,019
+447,513
57
$1.23B 0.49%
8,100,821
+246,553
58
$1.2B 0.48%
22,029,522
-698,330
59
$1.19B 0.47%
8,194,304
+634,105
60
$1.09B 0.43%
11,916,777
+154,093
61
$1.09B 0.43%
12,640,489
-664,985
62
$1.09B 0.43%
22,225,134
+280,258
63
$1.07B 0.43%
3,072,457
+66,887
64
$1.05B 0.42%
4,578,945
+26,305
65
$1.04B 0.41%
17,604,463
+76,368
66
$1.03B 0.41%
66,021,188
-2,429,895
67
$1.02B 0.4%
17,940,963
+1,214,563
68
$977M 0.39%
14,313,331
+46,222
69
$961M 0.38%
45,420,092
+2,238,317
70
$939M 0.37%
1,743,203
+40,301
71
$913M 0.36%
2,155,613
+160,956
72
$890M 0.35%
5,030,899
+164,042
73
$887M 0.35%
1,735,666
-81,714
74
$873M 0.35%
3,443,251
+95,925
75
$805M 0.32%
24,956,467
+299,536
1 2
3
4 5