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
651
$1.2M ﹤0.01%
+43,240
652
$1.17M ﹤0.01%
10,781
-2,584
653
$1.17M ﹤0.01%
3,836
+1,557
654
$1.17M ﹤0.01%
3,749
-1,206
655
$1.17M ﹤0.01%
86,338
656
$1.16M ﹤0.01%
72,880
-2,442,696
657
$1.15M ﹤0.01%
404,981
-168,003
658
$1.15M ﹤0.01%
17,451
+9,520
659
$1.14M ﹤0.01%
17,298
-6,091
660
$1.13M ﹤0.01%
22,062
-6,892
661
$1.13M ﹤0.01%
295,589
+126,967
662
$1.11M ﹤0.01%
18,990
+1,082
663
$1.1M ﹤0.01%
64,306
664
$1.09M ﹤0.01%
58,878
665
$1.09M ﹤0.01%
20,898
+15,152
666
$1.09M ﹤0.01%
10,381
+2,792
667
$1.08M ﹤0.01%
151,626
668
$1.08M ﹤0.01%
+137,638
669
$1.08M ﹤0.01%
3,535
+298
670
$1.07M ﹤0.01%
+67,028
671
$1.07M ﹤0.01%
8,224
+1,496
672
$1.06M ﹤0.01%
9,490
+1,799
673
$1.05M ﹤0.01%
+31,791
674
$1.05M ﹤0.01%
16,899
-2,224
675
$1.04M ﹤0.01%
+20,156