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
726
$770K ﹤0.01%
13,067
+2,803
727
$767K ﹤0.01%
2,502
-9,787
728
$766K ﹤0.01%
6,204
+47
729
$765K ﹤0.01%
21,917
730
$756K ﹤0.01%
3,791
-176
731
$748K ﹤0.01%
12,854
-5,263
732
$741K ﹤0.01%
6,670
+1,525
733
$741K ﹤0.01%
10,914
+606
734
$707K ﹤0.01%
20,240
+5,430
735
$702K ﹤0.01%
3,996
+259
736
$702K ﹤0.01%
18,453
-1,434
737
$699K ﹤0.01%
+4,422
738
$687K ﹤0.01%
+9,751
739
$686K ﹤0.01%
+61,029
740
$681K ﹤0.01%
23,880
+964
741
$677K ﹤0.01%
1,005
+82
742
$674K ﹤0.01%
9,270
+4,996
743
$671K ﹤0.01%
12,949
-4,786
744
$670K ﹤0.01%
9,642
+1,593
745
$665K ﹤0.01%
7,003
-396
746
$665K ﹤0.01%
9,728
-146
747
$664K ﹤0.01%
110,908
748
$654K ﹤0.01%
3,773
+208
749
$645K ﹤0.01%
6,262
+2,945
750
$631K ﹤0.01%
5,778
+1,210