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
876
$333K ﹤0.01%
7,477
-837
877
$333K ﹤0.01%
55,722
+20,507
878
$332K ﹤0.01%
+62,227
879
$331K ﹤0.01%
4,106
+482
880
$331K ﹤0.01%
3,244
-103
881
$329K ﹤0.01%
+27,998
882
$327K ﹤0.01%
1,631
-586
883
$327K ﹤0.01%
1,288
-131
884
$325K ﹤0.01%
+5,605
885
$324K ﹤0.01%
936
+64
886
$323K ﹤0.01%
+2,732
887
$317K ﹤0.01%
5,218
-9,256
888
$307K ﹤0.01%
2,403
-141
889
$307K ﹤0.01%
+4,973
890
$307K ﹤0.01%
224,077
+69,130
891
$305K ﹤0.01%
1,249
+77
892
$303K ﹤0.01%
2,189
-473
893
$301K ﹤0.01%
+12,112
894
$301K ﹤0.01%
1,375
-330
895
$299K ﹤0.01%
+8,748
896
$294K ﹤0.01%
1,461
-323
897
$294K ﹤0.01%
+12,211
898
$291K ﹤0.01%
2,260
-1,384
899
$291K ﹤0.01%
76
+6
900
$291K ﹤0.01%
3,003
-167