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
551
$2.59M ﹤0.01%
66,983
-13,743,368
552
$2.5M ﹤0.01%
15,773
+971
553
$2.49M ﹤0.01%
6,702
-425
554
$2.48M ﹤0.01%
102,739
-5,229
555
$2.47M ﹤0.01%
8,732
-132
556
$2.42M ﹤0.01%
27,529
-600
557
$2.41M ﹤0.01%
18,874
-743
558
$2.39M ﹤0.01%
20,298
-7,049
559
$2.37M ﹤0.01%
103,067
560
$2.36M ﹤0.01%
48,279
-1,926
561
$2.36M ﹤0.01%
31,228
-119,084
562
$2.36M ﹤0.01%
28,698
-7,807
563
$2.32M ﹤0.01%
85,866
564
$2.32M ﹤0.01%
11,236
-1,137
565
$2.24M ﹤0.01%
72,317
-2,664
566
$2.22M ﹤0.01%
31,065
567
$2.2M ﹤0.01%
+53,756
568
$2.19M ﹤0.01%
938,410
-3,881,218
569
$2.18M ﹤0.01%
275,207
+186,075
570
$2.16M ﹤0.01%
16,344
-533
571
$2.15M ﹤0.01%
22,006
-23,019
572
$2.14M ﹤0.01%
57,247
-63,190
573
$2.11M ﹤0.01%
38,360
574
$2.09M ﹤0.01%
132,503
575
$2.07M ﹤0.01%
273,002