Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$14.8B 5.91%
59,290,044
+674,991
2
$13.2B 5.25%
98,339,379
+1,618,672
3
$11.9B 4.73%
28,228,502
+324,052
4
$9.91B 3.94%
45,159,737
+506,166
5
$9.58B 3.81%
50,615,038
+757,138
6
$7.45B 2.96%
92,783,951
+4,289,340
7
$5.6B 2.23%
28,351,950
-415,156
8
$5.54B 2.21%
23,903,319
+480,538
9
$4.55B 1.81%
49,220,000
+7,566,487
10
$4.41B 1.75%
48,793,045
+1,133,201
11
$4.17B 1.66%
17,401,436
+617,164
12
$4.16B 1.66%
12,453,872
+177,321
13
$4.04B 1.61%
5,236,108
+178,007
14
$4.04B 1.61%
4,527,446
+45,507
15
$3.91B 1.56%
6,675,174
+110,040
16
$3.72B 1.48%
9,552,090
+125,441
17
$3.52B 1.4%
6,155,336
+112,696
18
$3.29B 1.31%
9,081,775
+129,143
19
$3.21B 1.28%
29,831,569
+634,012
20
$3.13B 1.25%
18,692,813
+312,203
21
$3.08B 1.23%
9,758,703
+173,990
22
$3B 1.19%
17,995,664
+97,635
23
$2.91B 1.16%
24,086,020
+290,784
24
$2.88B 1.15%
19,892,848
+410,460
25
$2.87B 1.14%
22,833,937
+428,956