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
526
$3.2M ﹤0.01%
144,251
+118,127
527
$3.2M ﹤0.01%
7,168
-359
528
$3.2M ﹤0.01%
111,985
-68,313
529
$3.19M ﹤0.01%
8,841
-1,166
530
$3.12M ﹤0.01%
62,668
+16,785
531
$3.07M ﹤0.01%
108,014
-96,610
532
$3.06M ﹤0.01%
18,194
-908,994
533
$3.02M ﹤0.01%
5,114
-2,369
534
$3.01M ﹤0.01%
51,619
-3,742
535
$2.99M ﹤0.01%
27,554
-4,105
536
$2.97M ﹤0.01%
26,601
-5,579
537
$2.92M ﹤0.01%
5,744
-611
538
$2.89M ﹤0.01%
22,077
-22,839
539
$2.87M ﹤0.01%
14,316
+536
540
$2.84M ﹤0.01%
9,845
+5,132
541
$2.79M ﹤0.01%
186,172
+174,551
542
$2.77M ﹤0.01%
105,652
-9,341
543
$2.76M ﹤0.01%
4,353
-1,537
544
$2.74M ﹤0.01%
121,000
-198,153
545
$2.7M ﹤0.01%
4,774
-98,373
546
$2.69M ﹤0.01%
498,013
-21,482
547
$2.64M ﹤0.01%
18,122
+380
548
$2.61M ﹤0.01%
66,764
-31
549
$2.61M ﹤0.01%
70,612
-3,837
550
$2.59M ﹤0.01%
57,433
-4,790