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
676
$1.04M ﹤0.01%
47,198
677
$1.04M ﹤0.01%
17,137
-11,786
678
$1.02M ﹤0.01%
15,069
-8,228
679
$1.01M ﹤0.01%
117,640
680
$996K ﹤0.01%
111,636
+4
681
$982K ﹤0.01%
11,635
+3,079
682
$976K ﹤0.01%
125,577
683
$973K ﹤0.01%
44,248
684
$967K ﹤0.01%
28,123
-911,364
685
$962K ﹤0.01%
17,188
+2,373
686
$960K ﹤0.01%
13,573
-393
687
$958K ﹤0.01%
15,023
+1,492
688
$943K ﹤0.01%
+74,913
689
$943K ﹤0.01%
183,084
690
$926K ﹤0.01%
23,208
-61,183
691
$920K ﹤0.01%
+31,077
692
$911K ﹤0.01%
+27,609
693
$910K ﹤0.01%
45,796
+3,042
694
$908K ﹤0.01%
36,270
+5,913
695
$904K ﹤0.01%
47,309
-75
696
$900K ﹤0.01%
17,870
-6,719
697
$898K ﹤0.01%
24,658
+4,616
698
$897K ﹤0.01%
16,625
+8,863
699
$895K ﹤0.01%
19,770
-5,249
700
$889K ﹤0.01%
6,039
-20,388