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
$231B
AUM Growth
-$20.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.41B
3 +$1.27B
4
BCS icon
Barclays
BCS
+$1.12B
5
SPOT icon
Spotify
SPOT
+$1.12B

Top Sells

1 +$2.39B
2 +$2.34B
3 +$2.3B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.1B
5
AVGO icon
Broadcom
AVGO
+$1.92B

Sector Composition

1 Technology 24.26%
2 Financials 16.92%
3 Healthcare 11.65%
4 Industrials 8.55%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$43.2M 0.02%
1,243,566
-32,432
227
$43.2M 0.02%
4,783,249
+2,275,328
228
$43.2M 0.02%
1,233,591
-4,805
229
$42.9M 0.02%
287,967
-249,768
230
$42.7M 0.02%
1,231,659
+58,849
231
$42.7M 0.02%
1,789,541
-124,812
232
$42.6M 0.02%
962,455
-21,601
233
$41.8M 0.02%
670,268
-17,043
234
$41.4M 0.02%
1,035,798
+21,742
235
$41.1M 0.02%
1,478,629
+216,463
236
$40.9M 0.02%
299,030
+118,106
237
$40.5M 0.02%
785,583
-30,596
238
$40M 0.02%
1,883,671
-58,281
239
$39.8M 0.02%
779,949
-5,661
240
$39.7M 0.02%
86,497
+826
241
$39.4M 0.02%
275,874
+75,002
242
$39.1M 0.02%
427,405
+33,125
243
$38.5M 0.02%
403,482
-178,498
244
$38.4M 0.02%
255,223
+22,905
245
$38.2M 0.02%
154,209
-1,700
246
$37.7M 0.02%
72,479
-1,032
247
$37.3M 0.02%
2,664,742
+2,612,615
248
$37M 0.02%
68,278
-17,773
249
$36.8M 0.02%
343,851
-1,917
250
$35.9M 0.02%
113,158
+9,348