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
76
$777M 0.31%
10,274,789
-28,393
77
$747M 0.3%
2,022,151
-13,895
78
$724M 0.29%
9,775,276
+696,965
79
$718M 0.29%
10,959,852
+479,692
80
$709M 0.28%
13,810,351
+160,711
81
$690M 0.27%
23,340,485
+420,663
82
$660M 0.26%
28,313,803
-1,040,399
83
$637M 0.25%
18,836,797
+259,867
84
$631M 0.25%
138,271,287
-5,313,865
85
$617M 0.25%
6,825,518
+80,679
86
$612M 0.24%
5,745,654
+470,739
87
$603M 0.24%
12,511,027
-848,083
88
$540M 0.21%
5,193,217
+12,292
89
$536M 0.21%
3,295,324
+40,581
90
$518M 0.21%
5,800,912
+1,028,977
91
$505M 0.2%
10,084,798
-222,216
92
$485M 0.19%
6,073,565
+179,845
93
$478M 0.19%
2,508,545
-80,406
94
$474M 0.19%
48,799,680
-2,155,096
95
$474M 0.19%
5,218,431
+130,414
96
$463M 0.18%
5,382,479
+198,778
97
$432M 0.17%
5,093,828
+78,757
98
$412M 0.16%
6,619,580
-146,089
99
$406M 0.16%
4,795,150
-133,236
100
$387M 0.15%
10,131,253
+298,815
2 3
4
5 6