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
176
$87.4M 0.03%
1,890,625
+41,685
177
$86.4M 0.03%
297,971
+42,223
178
$84.7M 0.03%
851,455
+139,602
179
$82.1M 0.03%
886,843
-36,395
180
$79.2M 0.03%
4,533,275
-7,638
181
$77.5M 0.03%
498,925
+50,449
182
$76.8M 0.03%
1,255,266
+103,289
183
$74.1M 0.03%
7,151,745
-79,325
184
$73.6M 0.03%
388,867
-24,447
185
$72.4M 0.03%
755,555
+68,528
186
$71.3M 0.03%
1,676,720
-103,655
187
$71.1M 0.03%
537,735
-153,495
188
$70.3M 0.03%
211,874
+8,572
189
$68.1M 0.03%
703,183
-70,682
190
$67.1M 0.03%
3,432,826
-51,492
191
$67M 0.03%
1,148,732
-66,852
192
$66.2M 0.03%
390,229
+25,917
193
$66.2M 0.03%
682,693
-15,174
194
$65.8M 0.03%
193,034
+26,521
195
$65.6M 0.03%
3,295,553
+299,812
196
$64.6M 0.03%
1,499,535
-46,523
197
$61.9M 0.02%
103,147
-41,781
198
$61.9M 0.02%
581,980
+19,804
199
$61.6M 0.02%
809,409
-62,825
200
$61.1M 0.02%
778,763
-2,114