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
326
$19.8M 0.01%
531,820
-32,433
327
$19.8M 0.01%
791,107
-58,571
328
$19.7M 0.01%
82,250
-1,233
329
$19.5M 0.01%
717,889
-42,419
330
$19.3M 0.01%
446,845
-14,443
331
$19.2M 0.01%
+649,666
332
$19.1M 0.01%
1,007,629
-73,741
333
$19.1M 0.01%
351,630
-5,122
334
$19M 0.01%
35,593
+2,773
335
$18.9M 0.01%
208,159
-67,505
336
$18.6M 0.01%
1,364,959
+572,460
337
$18.5M 0.01%
+91,946
338
$18.2M 0.01%
938,604
+120,259
339
$18M 0.01%
82,519
-4,027
340
$18M 0.01%
103,740
+4,504
341
$17.7M 0.01%
94,730
-470
342
$17.2M 0.01%
99,318
-1,573
343
$17.1M 0.01%
505,756
-5,295
344
$17.1M 0.01%
+380,208
345
$16.9M 0.01%
+144,915
346
$16.6M 0.01%
874,358
-11,991
347
$16.6M 0.01%
807,837
+186,837
348
$16.2M 0.01%
1,513,633
-4,555
349
$16.1M 0.01%
47,711
-2,233
350
$16M 0.01%
131,932
+12,187