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
426
$8.8M ﹤0.01%
163,787
+89,592
427
$8.61M ﹤0.01%
+121,338
428
$8.6M ﹤0.01%
104,119
-29,821
429
$8.53M ﹤0.01%
231,857
-17,706
430
$8.51M ﹤0.01%
287,145
-4,127,264
431
$8.48M ﹤0.01%
790,698
-738,073
432
$8.47M ﹤0.01%
77,001
-12,415
433
$8.35M ﹤0.01%
95,401
-51,236
434
$8.31M ﹤0.01%
168,357
-445,290
435
$8.28M ﹤0.01%
65,660
-12,897
436
$8.07M ﹤0.01%
622,048
-677,326
437
$8.06M ﹤0.01%
134,801
-74,929
438
$8.05M ﹤0.01%
185,954
+9,317
439
$8.04M ﹤0.01%
357,000
-152,000
440
$8.03M ﹤0.01%
85,948
-17,943
441
$8.03M ﹤0.01%
104,044
-13,021
442
$8.02M ﹤0.01%
99,893
-81
443
$8M ﹤0.01%
495,667
-3,915
444
$7.9M ﹤0.01%
68,857
-33,425
445
$7.76M ﹤0.01%
165,011
-720,202
446
$7.72M ﹤0.01%
165,098
+156,398
447
$7.61M ﹤0.01%
265,571
-53,519
448
$7.53M ﹤0.01%
168,780
-1,720
449
$7.52M ﹤0.01%
207,755
-57,434
450
$7.4M ﹤0.01%
204,817
-509