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
501
$4.3M ﹤0.01%
34,012
-10,786
502
$4.27M ﹤0.01%
86,087
+12,641
503
$4.26M ﹤0.01%
53,108
-354,846
504
$4.15M ﹤0.01%
13,426
+844
505
$4.1M ﹤0.01%
161,690
+28,147
506
$4.04M ﹤0.01%
14,717
-9,746
507
$4M ﹤0.01%
91,578
-12,215
508
$3.99M ﹤0.01%
68,920
-6,551
509
$3.98M ﹤0.01%
386,874
-52,121
510
$3.97M ﹤0.01%
34,737
-1,556
511
$3.92M ﹤0.01%
54,908
+50
512
$3.8M ﹤0.01%
167,235
+827
513
$3.79M ﹤0.01%
21,210
-177
514
$3.76M ﹤0.01%
293,123
515
$3.76M ﹤0.01%
82,827
+8,457
516
$3.75M ﹤0.01%
99,855
517
$3.66M ﹤0.01%
50,276
-5,078
518
$3.65M ﹤0.01%
29,189
-11,444
519
$3.62M ﹤0.01%
29,229
-984,858
520
$3.57M ﹤0.01%
250,401
-30,008
521
$3.55M ﹤0.01%
114,696
-9,928
522
$3.53M ﹤0.01%
89,453
523
$3.51M ﹤0.01%
19,925
+4,229
524
$3.39M ﹤0.01%
153,682
-18,430
525
$3.3M ﹤0.01%
37,940
+2,371