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
851
$370K ﹤0.01%
9,872
852
$370K ﹤0.01%
+16,828
853
$369K ﹤0.01%
+10,211
854
$366K ﹤0.01%
4,206
-115
855
$364K ﹤0.01%
3,388
-804
856
$362K ﹤0.01%
4,256
+57
857
$361K ﹤0.01%
3,891
-4,623
858
$361K ﹤0.01%
3,019
+882
859
$360K ﹤0.01%
22,262
+1
860
$360K ﹤0.01%
3,765
-1,830
861
$359K ﹤0.01%
+6,135
862
$358K ﹤0.01%
+6,069
863
$356K ﹤0.01%
+8,644
864
$354K ﹤0.01%
+30,913
865
$350K ﹤0.01%
+5,016
866
$348K ﹤0.01%
2,848
+665
867
$347K ﹤0.01%
+11,684
868
$347K ﹤0.01%
8,372
+2,740
869
$345K ﹤0.01%
4,767
+94
870
$342K ﹤0.01%
14,596
-2,612
871
$342K ﹤0.01%
+12,855
872
$340K ﹤0.01%
1,221
+130
873
$336K ﹤0.01%
+7,060
874
$334K ﹤0.01%
6,849
-17,969
875
$334K ﹤0.01%
+1,937