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
276
$29.3M 0.01%
683,766
-23,585
277
$28.5M 0.01%
128,221
-9,954
278
$28.4M 0.01%
168,783
+12,573
279
$28.2M 0.01%
328,060
+13,674
280
$28.1M 0.01%
959,339
-1,322
281
$28M 0.01%
464,021
+46,591
282
$28M 0.01%
371,400
+49,276
283
$27.5M 0.01%
310,734
-12,306
284
$27.3M 0.01%
399,871
-361,964
285
$27.3M 0.01%
+123,587
286
$27M 0.01%
325,115
+148,203
287
$26.6M 0.01%
417,516
+2,797
288
$26.3M 0.01%
513,526
+47,473
289
$26.1M 0.01%
3,312,940
-18,878
290
$25.9M 0.01%
773,347
+214,060
291
$25.8M 0.01%
861,876
+342,574
292
$25.4M 0.01%
1,421,892
-44,204
293
$25.4M 0.01%
339,716
294
$25.3M 0.01%
865,037
+133,016
295
$25.3M 0.01%
396,619
-1,547
296
$25.2M 0.01%
550,474
+3,487
297
$25.2M 0.01%
848,613
+2,895
298
$25M 0.01%
892,644
+326,512
299
$24.8M 0.01%
716,421
-55,391
300
$24.8M 0.01%
803,521
-53,977