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
351
$16M 0.01%
274,726
+56,207
352
$15.9M 0.01%
461,904
+58,904
353
$15.8M 0.01%
871,628
+419,131
354
$15.8M 0.01%
965,031
+88,432
355
$15.2M 0.01%
96,640
+13,744
356
$15.2M 0.01%
1,011,564
+70,295
357
$15M 0.01%
+285,794
358
$14.9M 0.01%
710,011
-36,000
359
$14.9M 0.01%
30,669
+761
360
$14.9M 0.01%
128,194
+14,772
361
$14.7M 0.01%
114,085
-7
362
$14.7M 0.01%
456,871
-97,866
363
$14.5M 0.01%
159,176
-5,137
364
$14.5M 0.01%
321,129
+18,170
365
$14.5M 0.01%
151,899
-3,789
366
$14.4M 0.01%
287,722
+85,417
367
$14.1M 0.01%
+210,547
368
$14.1M 0.01%
1,496,776
-159,859
369
$14.1M 0.01%
252,909
-1,307
370
$14M 0.01%
288,428
-123,426
371
$13.9M 0.01%
166,723
-46,689
372
$13.9M 0.01%
142,548
-10,902
373
$13.7M 0.01%
565,225
-28,099
374
$13.5M 0.01%
220,739
-3,138
375
$13.2M 0.01%
1,711,964
-162,333