Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$715M
2 +$350M
3 +$223M
4
EMR icon
Emerson Electric
EMR
+$173M
5
AAPL icon
Apple
AAPL
+$159M

Top Sells

1 +$155M
2 +$134M
3 +$131M
4
HLN icon
Haleon
HLN
+$130M
5
INTU icon
Intuit
INTU
+$118M

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
1001
-41,218
1002
-432,545
1003
-11,184
1004
-2,922
1005
-34,882
1006
-1,336
1007
-4,987
1008
-2,853
1009
-17,064
1010
-3,943
1011
-3,489
1012
-5,496
1013
-4,137,271
1014
-401,612
1015
-187,109
1016
-448,991
1017
-2,884,151
1018
-1,233,177