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
926
$260K ﹤0.01%
5,176
-71,246
927
$259K ﹤0.01%
318
+20
928
$259K ﹤0.01%
+774
929
$259K ﹤0.01%
11,249
-7,020
930
$258K ﹤0.01%
+3,312
931
$255K ﹤0.01%
4,816
+96
932
$252K ﹤0.01%
+11,374
933
$249K ﹤0.01%
+2,255
934
$249K ﹤0.01%
571
-150
935
$248K ﹤0.01%
7,114
-1,213
936
$248K ﹤0.01%
877
-10,985
937
$247K ﹤0.01%
34
+3
938
$245K ﹤0.01%
+9,349
939
$242K ﹤0.01%
3,229
-11,021
940
$240K ﹤0.01%
1,059
+50
941
$239K ﹤0.01%
3,198
-72
942
$235K ﹤0.01%
4,399
-633
943
$233K ﹤0.01%
+8,791
944
$233K ﹤0.01%
1,349
-47
945
$231K ﹤0.01%
+4,736
946
$230K ﹤0.01%
352,949
+81,612
947
$229K ﹤0.01%
1,920
+5
948
$229K ﹤0.01%
1,203
-388
949
$229K ﹤0.01%
+3,753
950
$226K ﹤0.01%
7,251
+514