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
951
$203K ﹤0.01%
+1,423
952
$202K ﹤0.01%
889
-194
953
$201K ﹤0.01%
+1,230
954
$201K ﹤0.01%
+3,450
955
$200K ﹤0.01%
3,495
+687
956
$200K ﹤0.01%
1,500
957
$189K ﹤0.01%
+11,621
958
$165K ﹤0.01%
+10,920
959
$160K ﹤0.01%
40,500
960
$138K ﹤0.01%
+15,014
961
$101K ﹤0.01%
55,432
+550
962
$88.6K ﹤0.01%
11,267
-1,039,132
963
$84K ﹤0.01%
16,382
+5,862
964
$75.3K ﹤0.01%
55,360
965
$51.2K ﹤0.01%
+12,800
966
$14.6K ﹤0.01%
+11,870
967
$14.1K ﹤0.01%
+10,148
968
$6.64K ﹤0.01%
10,025
-25
969
$5.23K ﹤0.01%
+500
970
-2,000
971
-4,524
972
-1,726
973
-2,889
974
-5,505
975
-15,213