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
751
$587K ﹤0.01%
6,591
+1,804
752
$578K ﹤0.01%
11,697
+1,706
753
$573K ﹤0.01%
5,317
+1,781
754
$572K ﹤0.01%
25,951
755
$568K ﹤0.01%
+18,069
756
$568K ﹤0.01%
34,494
757
$567K ﹤0.01%
14,810
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+12,595
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1,203
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5,248
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2,222
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$548K ﹤0.01%
5,145
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764
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766
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19,090
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36,951
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923
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885
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$517K ﹤0.01%
26,124
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$511K ﹤0.01%
+3,667
772
$509K ﹤0.01%
3,632
-85
773
$508K ﹤0.01%
10,264
-87
774
$499K ﹤0.01%
6,585
+1,887
775
$499K ﹤0.01%
271,337