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
376
$13.1M 0.01%
65,846
+9,546
377
$13M 0.01%
409,323
-140,804
378
$12.9M 0.01%
158,601
-5,759
379
$12.7M 0.01%
129,389
-57,819
380
$12.6M 0.01%
363,925
+388
381
$12.5M 0.01%
208,473
-271,071
382
$12.5M 0.01%
226,875
+128,817
383
$12.4M 0.01%
201,342
-47
384
$12.2M 0.01%
46,422
-331,272
385
$11.9M 0.01%
60,689
-145,156
386
$11.9M 0.01%
229,789
-37,239
387
$11.9M 0.01%
1,615,702
+82,000
388
$11.8M 0.01%
653,136
+11,220
389
$11.7M 0.01%
208,342
-2,000
390
$11.6M 0.01%
530,618
+144,550
391
$11.6M 0.01%
653,549
+84,876
392
$11.6M 0.01%
+235,686
393
$11.5M 0.01%
66,971
-4,629
394
$11.4M 0.01%
537,000
395
$11.4M ﹤0.01%
336,634
-77,474
396
$11.3M ﹤0.01%
107,506
+6,868
397
$11.3M ﹤0.01%
402,115
+148,244
398
$11.2M ﹤0.01%
360,280
-24,973
399
$11.2M ﹤0.01%
178,639
-9,746
400
$11.1M ﹤0.01%
178,978
+25,807