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
626
$1.42M ﹤0.01%
13,561
-210,206
627
$1.39M ﹤0.01%
239,286
628
$1.38M ﹤0.01%
10,505
-1,378
629
$1.38M ﹤0.01%
8,098
+3,505
630
$1.38M ﹤0.01%
39,717
631
$1.37M ﹤0.01%
28,908
-6,033
632
$1.36M ﹤0.01%
247,357
+8,279
633
$1.36M ﹤0.01%
46,197
634
$1.36M ﹤0.01%
11,184
+2,703
635
$1.34M ﹤0.01%
65,527
+17,139
636
$1.32M ﹤0.01%
42,201
+19,133
637
$1.31M ﹤0.01%
52,846
-655
638
$1.3M ﹤0.01%
3,678
+1,249
639
$1.27M ﹤0.01%
37,330
+10,854
640
$1.27M ﹤0.01%
38,316
+2,296
641
$1.27M ﹤0.01%
4,208
-8,626
642
$1.27M ﹤0.01%
30,589
643
$1.26M ﹤0.01%
2,532
-565
644
$1.26M ﹤0.01%
24,108
+14,358
645
$1.25M ﹤0.01%
10,405
-3,860
646
$1.25M ﹤0.01%
124,409
-49,523
647
$1.23M ﹤0.01%
7,125
+1,540
648
$1.22M ﹤0.01%
74,940
-16,937
649
$1.22M ﹤0.01%
4,705
+306
650
$1.21M ﹤0.01%
6,263
+2,514