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
851
$330K ﹤0.01%
4,420
+1,815
852
$330K ﹤0.01%
1,172
+219
853
$329K ﹤0.01%
3,749
+1,005
854
$329K ﹤0.01%
+15,001
855
$328K ﹤0.01%
4,221
+713
856
$328K ﹤0.01%
+2,861
857
$326K ﹤0.01%
+3,713
858
$324K ﹤0.01%
255
+36
859
$322K ﹤0.01%
+12,227
860
$321K ﹤0.01%
1,528
-27
861
$320K ﹤0.01%
1,950
+280
862
$320K ﹤0.01%
+5,849
863
$319K ﹤0.01%
3,317
-2,161
864
$315K ﹤0.01%
4,321
+347
865
$313K ﹤0.01%
989
+283
866
$312K ﹤0.01%
11,637
-10,445
867
$312K ﹤0.01%
1,889
+168
868
$312K ﹤0.01%
3,303
-33,707
869
$309K ﹤0.01%
+13,031
870
$305K ﹤0.01%
+6,308
871
$301K ﹤0.01%
3,170
-69
872
$301K ﹤0.01%
7,447
+282
873
$300K ﹤0.01%
1,449
+277
874
$297K ﹤0.01%
5,746
-1,677
875
$295K ﹤0.01%
14,014
+5,340