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
26
$2.41B 1.05%
8,972,513
+211,177
27
$2.32B 1.01%
4,241,714
+67,510
28
$2.29B 0.99%
60,432,222
+1,067,502
29
$2.21B 0.96%
31,173,305
+1,159,122
30
$2.19B 0.95%
24,445,797
+8,334,193
31
$2.17B 0.94%
85,597,524
+40,177,432
32
$2.16B 0.94%
8,052,026
-4,401,846
33
$2.08B 0.9%
12,412,553
-11,490,766
34
$2.06B 0.89%
60,992,153
+37,651,668
35
$2.04B 0.88%
48,847,730
+1,960,288
36
$2B 0.87%
4,047,204
-821,665
37
$1.98B 0.86%
3,223,772
-419,008
38
$1.97B 0.85%
21,042,969
+1,341,029
39
$1.95B 0.84%
11,432,417
-7,260,396
40
$1.92B 0.83%
20,622,110
-24,652,350
41
$1.88B 0.81%
1,983,891
-76,749
42
$1.87B 0.81%
25,513,000
+574,265
43
$1.78B 0.77%
4,645,035
-198,444
44
$1.66B 0.72%
21,165,163
+709,897
45
$1.55B 0.67%
11,653,213
+376,090
46
$1.53B 0.66%
49,975,870
+45,938,949
47
$1.5B 0.65%
6,352,279
+46,595
48
$1.49B 0.65%
54,719,174
+3,559,533
49
$1.49B 0.64%
14,169,674
+388,892
50
$1.48B 0.64%
20,165,459
+9,205,607