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
601
$1.69M ﹤0.01%
+229,319
602
$1.68M ﹤0.01%
20,536
+6,023
603
$1.67M ﹤0.01%
75,175
604
$1.67M ﹤0.01%
45,278
+449
605
$1.67M ﹤0.01%
47,868
+22,175
606
$1.66M ﹤0.01%
65,696
-1,764,164
607
$1.62M ﹤0.01%
111,479
-141,179
608
$1.6M ﹤0.01%
2
+1
609
$1.6M ﹤0.01%
22,500
-2,600
610
$1.59M ﹤0.01%
45,314
-2,772
611
$1.58M ﹤0.01%
57,984
-12,582
612
$1.57M ﹤0.01%
45,900
613
$1.56M ﹤0.01%
52,743
614
$1.56M ﹤0.01%
+7,052
615
$1.56M ﹤0.01%
167,495
+75,144
616
$1.55M ﹤0.01%
53,630
617
$1.55M ﹤0.01%
+39,415
618
$1.53M ﹤0.01%
41,152
619
$1.52M ﹤0.01%
18,448
+10,044
620
$1.48M ﹤0.01%
4,816
+246
621
$1.46M ﹤0.01%
22,852
-607,029
622
$1.45M ﹤0.01%
77,913
+18,910
623
$1.44M ﹤0.01%
19,931
-473,794
624
$1.44M ﹤0.01%
5,928
-2,296
625
$1.42M ﹤0.01%
14,614
-3,309