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
901
$257K ﹤0.01%
+6,691
902
$256K ﹤0.01%
913
+8
903
$255K ﹤0.01%
31
904
$252K ﹤0.01%
2,137
-103
905
$249K ﹤0.01%
3,270
-1,630
906
$249K ﹤0.01%
+5,632
907
$248K ﹤0.01%
+6,133
908
$245K ﹤0.01%
1,091
+164
909
$245K ﹤0.01%
4,531
910
$245K ﹤0.01%
+1,654
911
$243K ﹤0.01%
+1,045
912
$243K ﹤0.01%
11,369
-22,604
913
$243K ﹤0.01%
+2,218
914
$242K ﹤0.01%
+3,809
915
$240K ﹤0.01%
+5,707
916
$240K ﹤0.01%
+2,493
917
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227
+5
918
$239K ﹤0.01%
+5,622
919
$236K ﹤0.01%
+1,393
920
$232K ﹤0.01%
+5,032
921
$231K ﹤0.01%
+5,145
922
$228K ﹤0.01%
+70
923
$226K ﹤0.01%
+1,520
924
$224K ﹤0.01%
+3,755
925
$224K ﹤0.01%
1,915
+153