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
776
$499K ﹤0.01%
4,297
+105
777
$496K ﹤0.01%
+17,911
778
$481K ﹤0.01%
3,618
+681
779
$479K ﹤0.01%
154,947
780
$478K ﹤0.01%
12,779
-1,185
781
$477K ﹤0.01%
2,658
+289
782
$476K ﹤0.01%
5,619
-1,246
783
$474K ﹤0.01%
2,662
-1
784
$473K ﹤0.01%
2,588
+128
785
$470K ﹤0.01%
9,750
+1,125
786
$466K ﹤0.01%
2,033
+784
787
$465K ﹤0.01%
3,644
+2,018
788
$464K ﹤0.01%
2,849
+901
789
$461K ﹤0.01%
8,288
+2,067
790
$449K ﹤0.01%
12,518
+182
791
$446K ﹤0.01%
8,700
-4,368
792
$445K ﹤0.01%
17,208
+4,046
793
$445K ﹤0.01%
+9,190
794
$444K ﹤0.01%
9,342
-752
795
$444K ﹤0.01%
5,595
+735
796
$442K ﹤0.01%
2,769
+1,124
797
$438K ﹤0.01%
5,707
+1,025
798
$434K ﹤0.01%
2,044
-787
799
$434K ﹤0.01%
+15,314
800
$429K ﹤0.01%
3,619
+1,249
30 31
32
33 34