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
151
$130M 0.05%
2,752,677
-93,628
152
$122M 0.05%
4,036,921
+3,264,214
153
$120M 0.05%
2,188,806
+115,390
154
$119M 0.05%
480,424
-24,592
155
$118M 0.05%
1,506,807
-52,778
156
$116M 0.05%
694,739
-16,602
157
$110M 0.04%
577,919
-14,567
158
$109M 0.04%
1,091,061
-159,852
159
$107M 0.04%
745,956
-32,844
160
$107M 0.04%
1,386,294
-67,260
161
$105M 0.04%
701,798
+131,970
162
$103M 0.04%
1,014,087
+20,372
163
$103M 0.04%
394,489
+292,137
164
$102M 0.04%
1,147,034
+1,377
165
$99.1M 0.04%
1,368,669
+14,900
166
$98.8M 0.04%
415,542
+68,309
167
$98.8M 0.04%
1,019,502
+118,202
168
$98.6M 0.04%
377,694
+26,594
169
$95.9M 0.04%
1,862,389
+90,152
170
$95.6M 0.04%
203,811
-8,703
171
$94.8M 0.04%
505,701
+23,327
172
$93.7M 0.04%
2,007,773
-106,116
173
$92M 0.04%
7,848,706
-4,604
174
$89M 0.04%
4,100,349
+914,217
175
$88.5M 0.04%
319,267
-961
5 6
7
8 9