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
126
$204M 0.08%
15,887,984
+68,337
127
$201M 0.08%
2,331,402
-1,640,444
128
$197M 0.08%
689,929
+19,912
129
$195M 0.08%
2,002,959
+296,950
130
$195M 0.08%
868,659
-33,419
131
$182M 0.07%
2,792,499
+262,848
132
$181M 0.07%
2,854,929
-166,155
133
$179M 0.07%
1,618,941
-584,369
134
$173M 0.07%
927,188
-762,297
135
$170M 0.07%
2,816,737
+269,798
136
$163M 0.07%
1,540,584
+76,163
137
$158M 0.06%
15,674,623
+507,008
138
$155M 0.06%
3,399,619
-149,272
139
$155M 0.06%
522,797
+7,066
140
$153M 0.06%
633,103
-42,329
141
$153M 0.06%
4,414,409
-133,474
142
$152M 0.06%
17,185,143
-219,799
143
$151M 0.06%
2,215,951
-86,708
144
$150M 0.06%
2,281,315
+75,143
145
$150M 0.06%
1,220,575
+19,724
146
$145M 0.06%
75,884,093
+50,839
147
$141M 0.06%
4,063,797
-8,802
148
$139M 0.06%
663,902
+4,896
149
$133M 0.05%
3,734,572
+1,842,791
150
$131M 0.05%
3,753,929
-242,043
4 5
6
7 8