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
926
$223K ﹤0.01%
+471
927
$223K ﹤0.01%
3,950
-7,800
928
$223K ﹤0.01%
+4,389
929
$222K ﹤0.01%
+6,737
930
$221K ﹤0.01%
+3,843
931
$220K ﹤0.01%
4,038
-397
932
$220K ﹤0.01%
+8,349
933
$220K ﹤0.01%
8,817
-13,794
934
$218K ﹤0.01%
+1,101
935
$215K ﹤0.01%
+597
936
$215K ﹤0.01%
3,667
+82
937
$215K ﹤0.01%
+5,019
938
$215K ﹤0.01%
+755
939
$214K ﹤0.01%
+402
940
$211K ﹤0.01%
+4,388
941
$209K ﹤0.01%
2,663
-23
942
$209K ﹤0.01%
+6,859
943
$209K ﹤0.01%
7,430
944
$208K ﹤0.01%
16,722
+4,132
945
$208K ﹤0.01%
1,396
+146
946
$208K ﹤0.01%
1,009
-170
947
$206K ﹤0.01%
2,590
-4,438
948
$205K ﹤0.01%
+4,848
949
$205K ﹤0.01%
+8,173
950
$204K ﹤0.01%
4,006
-762