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
701
$888K ﹤0.01%
102,377
702
$883K ﹤0.01%
+39,999
703
$879K ﹤0.01%
566,941
-3,000
704
$872K ﹤0.01%
9,631
+3,040
705
$869K ﹤0.01%
6,214
+1,869
706
$864K ﹤0.01%
7,085
+1,768
707
$860K ﹤0.01%
16,710
+8,422
708
$859K ﹤0.01%
5,026
+3,079
709
$859K ﹤0.01%
+30,801
710
$857K ﹤0.01%
71,974
+8,374
711
$846K ﹤0.01%
+38,353
712
$842K ﹤0.01%
37,164
+96
713
$836K ﹤0.01%
12,807
-410
714
$833K ﹤0.01%
2,885
-166
715
$816K ﹤0.01%
9,754
-2
716
$814K ﹤0.01%
12,760
-5,145
717
$810K ﹤0.01%
7,246
-986
718
$802K ﹤0.01%
2,438
+199
719
$799K ﹤0.01%
81,949
+4,286
720
$793K ﹤0.01%
3,327
-3,767
721
$786K ﹤0.01%
10,263
+5,843
722
$785K ﹤0.01%
+14,003
723
$779K ﹤0.01%
6,950
-3,656
724
$775K ﹤0.01%
52,145
+10,811
725
$774K ﹤0.01%
43,182