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
476
$5.73M ﹤0.01%
565,274
-7,720
477
$5.61M ﹤0.01%
17,719
-262
478
$5.51M ﹤0.01%
306,682
-41,942
479
$5.45M ﹤0.01%
9,705
+4,527
480
$5.44M ﹤0.01%
55,623
-472
481
$5.43M ﹤0.01%
217,216
+28,178
482
$5.42M ﹤0.01%
318,032
483
$5.38M ﹤0.01%
126,152
+6,485
484
$5.26M ﹤0.01%
17,539
-4,462
485
$5.23M ﹤0.01%
21,030
+2,738
486
$5.22M ﹤0.01%
178,544
-27,333
487
$5.2M ﹤0.01%
183,795
+42,359
488
$5.16M ﹤0.01%
19,891
-2,150
489
$5.14M ﹤0.01%
11,993
-650
490
$4.94M ﹤0.01%
90,202
-3,207
491
$4.84M ﹤0.01%
59,196
+16,727
492
$4.78M ﹤0.01%
103,291
-1,451
493
$4.71M ﹤0.01%
31,738
+46
494
$4.67M ﹤0.01%
88,982
-15,675
495
$4.62M ﹤0.01%
442,858
-97,837
496
$4.55M ﹤0.01%
9,997
-37,786
497
$4.53M ﹤0.01%
160,294
-7,523
498
$4.45M ﹤0.01%
45,127
-9,035
499
$4.45M ﹤0.01%
74,058
+2,183
500
$4.33M ﹤0.01%
49,779
-6