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
401
$11M ﹤0.01%
191,289
-50,531
402
$10.9M ﹤0.01%
972,839
-28,628
403
$10.7M ﹤0.01%
329,161
+511
404
$10.7M ﹤0.01%
116,279
+1,990
405
$10.6M ﹤0.01%
419,331
-75,349
406
$10.6M ﹤0.01%
321,681
-9,678
407
$10.6M ﹤0.01%
+154,269
408
$10.6M ﹤0.01%
131,756
+128,188
409
$10.5M ﹤0.01%
95,257
+3,153
410
$10.5M ﹤0.01%
44,967
-63,216
411
$10.4M ﹤0.01%
774,298
+107,308
412
$10.4M ﹤0.01%
46,458
+3,430
413
$10.3M ﹤0.01%
37,951
-23,004
414
$10.2M ﹤0.01%
54,703
+6,982
415
$9.76M ﹤0.01%
62,042
-1,449
416
$9.56M ﹤0.01%
113,335
-7,533
417
$9.54M ﹤0.01%
1,075,215
+170,006
418
$9.51M ﹤0.01%
77,984
-13,809
419
$9.5M ﹤0.01%
84,266
-1,932
420
$9.39M ﹤0.01%
112,467
-2,218,935
421
$9.14M ﹤0.01%
57,551
-70,349
422
$8.97M ﹤0.01%
+575,653
423
$8.94M ﹤0.01%
147,421
424
$8.85M ﹤0.01%
147,066
-1,001,666
425
$8.84M ﹤0.01%
571,750
+387,921