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
101
$375M 0.15%
6,471,976
+74,175
102
$374M 0.15%
3,504,232
-569,883
103
$327M 0.13%
537,476
+2,305
104
$320M 0.13%
1,742,997
+11,427
105
$318M 0.13%
14,517,359
+102,341
106
$302M 0.12%
1,610,209
-13,277
107
$296M 0.12%
11,148,116
+4,938,209
108
$289M 0.12%
10,138,916
-206,900
109
$283M 0.11%
445,633
+13,832
110
$283M 0.11%
166,468
+75
111
$268M 0.11%
3,050,272
-39,862
112
$254M 0.1%
1,651,493
-40,164
113
$253M 0.1%
1,790,393
+171,956
114
$252M 0.1%
2,035,934
+1,426,718
115
$251M 0.1%
55,685,524
+39,128
116
$250M 0.1%
7,822,510
-89,454
117
$250M 0.1%
1,894,862
-97,061
118
$248M 0.1%
4,961,552
-244,431
119
$243M 0.1%
5,082,056
+113,912
120
$234M 0.09%
4,885,816
+398,959
121
$229M 0.09%
974,264
+10,448
122
$212M 0.08%
3,226,694
-125,550
123
$212M 0.08%
1,870,446
+8,992
124
$210M 0.08%
1,903,513
-83,898
125
$206M 0.08%
2,995,595
+34,586
3 4
5
6 7