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
826
$417K ﹤0.01%
+6,961
827
$416K ﹤0.01%
4,158
+135
828
$413K ﹤0.01%
7,232
+1,249
829
$410K ﹤0.01%
2,200
+1,099
830
$408K ﹤0.01%
4,355
-4,036
831
$406K ﹤0.01%
14,054
+297
832
$402K ﹤0.01%
+3,532
833
$401K ﹤0.01%
1,518
+113
834
$401K ﹤0.01%
+5,169
835
$401K ﹤0.01%
5,024
+389
836
$400K ﹤0.01%
1,146
-6,571
837
$397K ﹤0.01%
+2,348
838
$397K ﹤0.01%
+3,939
839
$396K ﹤0.01%
+3,875
840
$394K ﹤0.01%
7,004
+1,136
841
$394K ﹤0.01%
2,094
-2,085
842
$393K ﹤0.01%
1,333
+183
843
$389K ﹤0.01%
4,844
+111
844
$388K ﹤0.01%
40,538
+25,524
845
$384K ﹤0.01%
277
+22
846
$383K ﹤0.01%
2,007
-2,130
847
$380K ﹤0.01%
6,122
+312
848
$378K ﹤0.01%
+13,302
849
$372K ﹤0.01%
2,049
+47
850
$371K ﹤0.01%
9,007
+576