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
51
$1.46B 0.63%
8,169,945
-916,341
52
$1.44B 0.63%
8,708,762
+514,458
53
$1.41B 0.61%
45,887,871
+1,756,605
54
$1.37B 0.59%
21,173,072
-856,450
55
$1.36B 0.59%
3,655,641
-424,392
56
$1.35B 0.58%
2,715,418
+49,516
57
$1.34B 0.58%
1,678,634
-3,507
58
$1.3B 0.56%
16,174,546
+431,527
59
$1.24B 0.54%
63,521,263
-2,499,925
60
$1.23B 0.53%
8,176,067
+75,246
61
$1.2B 0.52%
47,440,029
+36,291,913
62
$1.19B 0.51%
6,714,729
-177,280
63
$1.18B 0.51%
12,030,064
+113,287
64
$1.17B 0.51%
19,589,017
+1,648,054
65
$1.16B 0.5%
30,031,815
+11,195,018
66
$1.13B 0.49%
73,369,893
+73,119,252
67
$1.12B 0.48%
+2,028,898
68
$1.1B 0.48%
2,343,822
+188,209
69
$1.09B 0.47%
38,319,380
+10,005,577
70
$1.09B 0.47%
22,412,922
+187,788
71
$1.07B 0.46%
17,810,429
+205,966
72
$1.04B 0.45%
76,237,791
+68,389,085
73
$982M 0.43%
3,132,987
+60,530
74
$950M 0.41%
4,635,128
+56,183
75
$926M 0.4%
14,600,500
+287,169