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
751
$626K ﹤0.01%
+88,980
752
$626K ﹤0.01%
17,546
+2,162
753
$624K ﹤0.01%
1,425
+222
754
$620K ﹤0.01%
26,000
755
$611K ﹤0.01%
32,856
-9,403
756
$610K ﹤0.01%
7,800
-790
757
$609K ﹤0.01%
2,910
+1,382
758
$597K ﹤0.01%
2,253
+1,171
759
$589K ﹤0.01%
2,843
-305
760
$586K ﹤0.01%
+24,655
761
$581K ﹤0.01%
10,867
762
$577K ﹤0.01%
6,288
+3,329
763
$572K ﹤0.01%
25,951
764
$566K ﹤0.01%
19,333
+243
765
$566K ﹤0.01%
3,010
+352
766
$563K ﹤0.01%
6,888
-3,472
767
$562K ﹤0.01%
+9,413
768
$556K ﹤0.01%
28,087
-18,073
769
$555K ﹤0.01%
6,060
-3,035
770
$551K ﹤0.01%
3,212
-587
771
$542K ﹤0.01%
1,164
+693
772
$541K ﹤0.01%
5,187
-1,081
773
$530K ﹤0.01%
6,157
+570
774
$529K ﹤0.01%
2,168
+175
775
$528K ﹤0.01%
31,582