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
576
$2.06M ﹤0.01%
32,287
-17,301
577
$2.06M ﹤0.01%
10,662
-23,381
578
$2.05M ﹤0.01%
28,579
-1,210
579
$2.05M ﹤0.01%
49,535
+2,926
580
$2.03M ﹤0.01%
13,227
+389
581
$1.99M ﹤0.01%
82,168
-4,679
582
$1.97M ﹤0.01%
27,678
-1,342
583
$1.96M ﹤0.01%
7,915
+63
584
$1.95M ﹤0.01%
19,642
+5,716
585
$1.93M ﹤0.01%
16,113
-806
586
$1.92M ﹤0.01%
65,782
-3,277
587
$1.83M ﹤0.01%
23,663
-3,729
588
$1.83M ﹤0.01%
30,709
589
$1.82M ﹤0.01%
65,195
+23,058
590
$1.82M ﹤0.01%
16,297
+283
591
$1.81M ﹤0.01%
9,598
-1,988
592
$1.8M ﹤0.01%
84,881
+19,089
593
$1.8M ﹤0.01%
108,023
594
$1.78M ﹤0.01%
47,557
-2,554
595
$1.75M ﹤0.01%
9,731
-203,126
596
$1.75M ﹤0.01%
51,703
597
$1.75M ﹤0.01%
11,892
-385
598
$1.73M ﹤0.01%
18,807
+7,859
599
$1.71M ﹤0.01%
6,281
+2,913
600
$1.69M ﹤0.01%
7,302
-442
22 23
24
25 26