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
951
$226K ﹤0.01%
+7,326
952
$225K ﹤0.01%
+751
953
$224K ﹤0.01%
1,301
-691
954
$223K ﹤0.01%
1,477
-473
955
$221K ﹤0.01%
10,259
-1,533
956
$220K ﹤0.01%
+1,632
957
$220K ﹤0.01%
1,732
-1,935
958
$220K ﹤0.01%
+4,550
959
$220K ﹤0.01%
+3,373
960
$219K ﹤0.01%
1,892
+238
961
$218K ﹤0.01%
821
-224
962
$218K ﹤0.01%
+4,297
963
$217K ﹤0.01%
4,972
+500
964
$216K ﹤0.01%
2,734
+71
965
$215K ﹤0.01%
+4,558
966
$214K ﹤0.01%
+4,089
967
$214K ﹤0.01%
+1,227
968
$213K ﹤0.01%
440
+38
969
$213K ﹤0.01%
+1,587
970
$213K ﹤0.01%
+1,950
971
$212K ﹤0.01%
6,484
-11,585
972
$212K ﹤0.01%
1,240
-153
973
$210K ﹤0.01%
3,471
-8,969
974
$204K ﹤0.01%
+7,988
975
$203K ﹤0.01%
1,474
-1,633