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
776
$525K ﹤0.01%
+7,031
777
$524K ﹤0.01%
6,000
-12
778
$524K ﹤0.01%
2,598
+554
779
$518K ﹤0.01%
34,494
780
$518K ﹤0.01%
1,590
-484
781
$517K ﹤0.01%
4,570
-678
782
$517K ﹤0.01%
280
-32
783
$514K ﹤0.01%
140,705
+10
784
$509K ﹤0.01%
2,478
-110
785
$509K ﹤0.01%
9,953
-1,744
786
$506K ﹤0.01%
8,627
+5,177
787
$506K ﹤0.01%
6,037
+330
788
$496K ﹤0.01%
3,214
-418
789
$495K ﹤0.01%
940
+55
790
$494K ﹤0.01%
373
+30
791
$489K ﹤0.01%
20,728
+7,697
792
$482K ﹤0.01%
10,888
+5,266
793
$480K ﹤0.01%
+23,651
794
$477K ﹤0.01%
2,060
+732
795
$475K ﹤0.01%
1,131
+347
796
$471K ﹤0.01%
2,861
+12
797
$466K ﹤0.01%
2,266
-32,649
798
$458K ﹤0.01%
4,940
+1,589
799
$458K ﹤0.01%
7,278
+381
800
$457K ﹤0.01%
+9,267