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
451
$7.36M ﹤0.01%
159,900
-4,801,652
452
$7.24M ﹤0.01%
537,024
+18,997
453
$7.2M ﹤0.01%
424,998
+18,030
454
$7.18M ﹤0.01%
46,576
-94,688
455
$7.07M ﹤0.01%
11,483
+3,499
456
$6.93M ﹤0.01%
47,484
+30,763
457
$6.88M ﹤0.01%
62,458
+7,691
458
$6.71M ﹤0.01%
124,432
459
$6.65M ﹤0.01%
44,752
-14,685
460
$6.56M ﹤0.01%
29,321
+579
461
$6.56M ﹤0.01%
62,019
+4,771
462
$6.53M ﹤0.01%
79,082
+73,463
463
$6.39M ﹤0.01%
68,181
-4,447
464
$6.36M ﹤0.01%
11,362
+334
465
$6.31M ﹤0.01%
160,499
+16,242
466
$6.31M ﹤0.01%
93,160
+11,599
467
$6.16M ﹤0.01%
483,253
+340,314
468
$6.15M ﹤0.01%
+311,654
469
$6.08M ﹤0.01%
82,765
+9,311
470
$5.96M ﹤0.01%
70,509
-31,011
471
$5.9M ﹤0.01%
355,021
+27,516
472
$5.86M ﹤0.01%
498,310
+248
473
$5.83M ﹤0.01%
+518,293
474
$5.8M ﹤0.01%
40,783
-25,558
475
$5.73M ﹤0.01%
18,589
+2,250