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
901
$289K ﹤0.01%
3,376
-3,209
902
$289K ﹤0.01%
+1,956
903
$288K ﹤0.01%
+7,933
904
$288K ﹤0.01%
5,256
+2,773
905
$285K ﹤0.01%
8,314
+1,455
906
$284K ﹤0.01%
4,497
+459
907
$284K ﹤0.01%
+2,277
908
$283K ﹤0.01%
+12,595
909
$282K ﹤0.01%
+10,308
910
$281K ﹤0.01%
1,093
+55
911
$280K ﹤0.01%
3,933
+266
912
$278K ﹤0.01%
280
+53
913
$277K ﹤0.01%
5,715
+2,220
914
$276K ﹤0.01%
+11,840
915
$273K ﹤0.01%
1,191
+302
916
$271K ﹤0.01%
1,926
-843
917
$270K ﹤0.01%
643
-54
918
$267K ﹤0.01%
6,383
-796
919
$266K ﹤0.01%
1,204
-497
920
$265K ﹤0.01%
1,043
+54
921
$265K ﹤0.01%
1,934
+45
922
$263K ﹤0.01%
4,445
+186
923
$262K ﹤0.01%
556
+22
924
$261K ﹤0.01%
3,328
-893
925
$260K ﹤0.01%
5,650
-7,492