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
201
$60.9M 0.02%
183,353
+58,954
202
$59.8M 0.02%
1,341,777
-76,020
203
$59.7M 0.02%
384,639
-15,582
204
$59.5M 0.02%
1,275,998
+307,406
205
$59.2M 0.02%
761,835
-94,289
206
$59.2M 0.02%
2,090,463
+324,664
207
$58.9M 0.02%
10,169,399
-10,365
208
$58.4M 0.02%
449,796
+95,682
209
$58.1M 0.02%
939,487
-105,404
210
$57.7M 0.02%
687,311
+108,740
211
$57M 0.02%
1,655,847
+264,691
212
$56.7M 0.02%
1,023,623
+26,610
213
$55.6M 0.02%
711,774
+22,265
214
$55.2M 0.02%
822,449
-30,417
215
$55.1M 0.02%
188,670
+2,795
216
$53.5M 0.02%
86,051
-17,143
217
$52.4M 0.02%
1,753,482
+2,010
218
$52.2M 0.02%
4,406,891
-54,376
219
$52.1M 0.02%
432,103
+20,199
220
$50.7M 0.02%
406,692
-30,336
221
$49.8M 0.02%
2,582,036
+673,559
222
$49.4M 0.02%
984,056
+163,061
223
$48.8M 0.02%
265,326
+5,043
224
$48.8M 0.02%
1,238,396
+180,668
225
$48.5M 0.02%
205,845
-13,187
7 8
9
10 11