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
826
$366K ﹤0.01%
8,431
+436
827
$364K ﹤0.01%
3,347
-4
828
$363K ﹤0.01%
8,314
+1,654
829
$361K ﹤0.01%
1,705
+86
830
$357K ﹤0.01%
+8,411
831
$357K ﹤0.01%
10,930
+4,562
832
$356K ﹤0.01%
9,872
-126
833
$355K ﹤0.01%
13,800
834
$355K ﹤0.01%
2,214
+2
835
$351K ﹤0.01%
13,757
+951
836
$349K ﹤0.01%
+1,701
837
$347K ﹤0.01%
1,947
+31
838
$346K ﹤0.01%
3,351
+646
839
$344K ﹤0.01%
5,983
+2,328
840
$342K ﹤0.01%
4,274
-68
841
$339K ﹤0.01%
1,405
+461
842
$338K ﹤0.01%
1,530
-2,499
843
$336K ﹤0.01%
2,544
+410
844
$336K ﹤0.01%
5,868
-234
845
$334K ﹤0.01%
8,327
-1,998
846
$334K ﹤0.01%
784
+285
847
$334K ﹤0.01%
1,150
+111
848
$334K ﹤0.01%
5,810
-6,496
849
$333K ﹤0.01%
1,419
+202
850
$331K ﹤0.01%
1,591
-146