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
726
$666K ﹤0.01%
3,799
-943
727
$665K ﹤0.01%
+4,948
728
$656K ﹤0.01%
7,949
+322
729
$650K ﹤0.01%
+19,511
730
$650K ﹤0.01%
10,867
-402,247
731
$647K ﹤0.01%
+8,556
732
$645K ﹤0.01%
9,874
-362
733
$642K ﹤0.01%
26,000
734
$636K ﹤0.01%
4,192
735
$633K ﹤0.01%
+8,557
736
$628K ﹤0.01%
7,399
-227,620
737
$628K ﹤0.01%
22,916
+9,780
738
$625K ﹤0.01%
3,565
+1,097
739
$622K ﹤0.01%
312
+23
740
$622K ﹤0.01%
31,582
741
$619K ﹤0.01%
2,239
+902
742
$617K ﹤0.01%
19,887
-1,561
743
$616K ﹤0.01%
10,308
+2,557
744
$607K ﹤0.01%
3,148
+306
745
$602K ﹤0.01%
6,012
+12
746
$602K ﹤0.01%
8,344
+7
747
$594K ﹤0.01%
13,142
+8,688
748
$589K ﹤0.01%
7,624
+4,658
749
$588K ﹤0.01%
2,627
+429
750
$587K ﹤0.01%
+5,587