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
876
$292K ﹤0.01%
7,179
+2,251
877
$292K ﹤0.01%
2,483
-679
878
$289K ﹤0.01%
697
+19
879
$288K ﹤0.01%
4,673
+690
880
$286K ﹤0.01%
+5,981
881
$285K ﹤0.01%
1,328
-962
882
$285K ﹤0.01%
3,568
+966
883
$283K ﹤0.01%
3,624
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884
$281K ﹤0.01%
298
+31
885
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+2,183
886
$280K ﹤0.01%
1,038
+162
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$275K ﹤0.01%
1,082
-1,117
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$271K ﹤0.01%
+4,472
889
$271K ﹤0.01%
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890
$270K ﹤0.01%
35,215
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534
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+11,792
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$266K ﹤0.01%
721
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$266K ﹤0.01%
4,536
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895
$264K ﹤0.01%
2,085
+275
896
$262K ﹤0.01%
872
+239
897
$262K ﹤0.01%
4,720
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898
$262K ﹤0.01%
1,420
-928
899
$259K ﹤0.01%
+2,670
900
$259K ﹤0.01%
+1,405