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
801
$424K ﹤0.01%
1,993
+836
802
$421K ﹤0.01%
4,568
+684
803
$420K ﹤0.01%
18,269
+5,995
804
$406K ﹤0.01%
32,864
-368,217
805
$405K ﹤0.01%
7,762
+79
806
$403K ﹤0.01%
5,245
+336
807
$399K ﹤0.01%
22,261
808
$397K ﹤0.01%
+6,541
809
$396K ﹤0.01%
2,217
+67
810
$393K ﹤0.01%
4,259
-105
811
$393K ﹤0.01%
6,897
-2,146
812
$390K ﹤0.01%
4,023
+201
813
$389K ﹤0.01%
+7,176
814
$388K ﹤0.01%
+4,733
815
$385K ﹤0.01%
+2,222
816
$384K ﹤0.01%
10,129
+616
817
$380K ﹤0.01%
+343
818
$380K ﹤0.01%
2,002
-3,506
819
$379K ﹤0.01%
1,784
-74
820
$379K ﹤0.01%
1,992
+573
821
$375K ﹤0.01%
4,635
+876
822
$373K ﹤0.01%
+2,015
823
$371K ﹤0.01%
+4,199
824
$371K ﹤0.01%
3,008
+1,351
825
$368K ﹤0.01%
+3,107