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
251
$35.5M 0.02%
56,614
+1,154
252
$35M 0.02%
143,626
+36,755
253
$34.8M 0.02%
394,740
-55,056
254
$34.5M 0.01%
219,840
+1,953
255
$34.4M 0.01%
285,568
+6,385
256
$34.2M 0.01%
1,204,725
-66,033
257
$34.1M 0.01%
+200,247
258
$33.9M 0.01%
651,492
-12,237
259
$33.5M 0.01%
2,542,502
+73,780
260
$33.4M 0.01%
157,833
-10,919
261
$33.3M 0.01%
899,605
-89,771
262
$33.3M 0.01%
757,704
-25,180
263
$33.1M 0.01%
249,498
-15,828
264
$32.4M 0.01%
411,008
-33,662
265
$32.2M 0.01%
56,366
-184
266
$32.1M 0.01%
489,831
-24,652
267
$32M 0.01%
2,751,305
+636,275
268
$31.9M 0.01%
793,458
+176,966
269
$31.8M 0.01%
250,348
+12,389
270
$31.5M 0.01%
380,660
+90,276
271
$31.1M 0.01%
720,938
+325,673
272
$31M 0.01%
260,337
+42,531
273
$30.4M 0.01%
1,448,250
+199,976
274
$29.9M 0.01%
1,063,026
+9,681
275
$29.4M 0.01%
291,220
+894