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
301
$24.8M 0.01%
750,543
+457,356
302
$24.6M 0.01%
1,323,593
-57,953
303
$24.5M 0.01%
446,984
-18,028
304
$24.2M 0.01%
330,908
-9,648
305
$24.2M 0.01%
585,332
+104
306
$24.1M 0.01%
1,602,511
-123,894
307
$23.5M 0.01%
222,297
-1,884
308
$23.4M 0.01%
187,252
-9,239
309
$22.9M 0.01%
3,052,137
-130,480
310
$22.8M 0.01%
714,150
-5,751
311
$22.8M 0.01%
987,049
+101,533
312
$22.7M 0.01%
215,264
-5,639
313
$22.6M 0.01%
141,050
+2,048
314
$22.5M 0.01%
2,734,191
-690,323
315
$22.3M 0.01%
32,860
-8,147
316
$22.2M 0.01%
839,169
+281,686
317
$22.1M 0.01%
7,220,822
-303,475
318
$21.6M 0.01%
1,076,609
-30,279
319
$21.6M 0.01%
139,127
+18,696
320
$21.4M 0.01%
169,958
-14,021
321
$21M 0.01%
2,524,950
+697,806
322
$20.6M 0.01%
353,469
+132,699
323
$20.1M 0.01%
755,924
+10,126
324
$20.1M 0.01%
496,277
-22,980
325
$19.9M 0.01%
74,712
-5,301