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
76
$897M 0.39%
+15,612,574
77
$875M 0.38%
5,130,777
+99,878
78
$872M 0.38%
3,514,619
+71,368
79
$860M 0.37%
128,343,210
-9,928,077
80
$824M 0.36%
11,871,236
-769,253
81
$787M 0.34%
1,531,127
-212,076
82
$754M 0.33%
6,763,132
+4,760,173
83
$752M 0.33%
13,566,329
+1,055,302
84
$738M 0.32%
25,083,897
+127,430
85
$732M 0.32%
10,100,466
+325,190
86
$711M 0.31%
1,517,104
-218,562
87
$683M 0.3%
6,765,550
+964,638
88
$675M 0.29%
2,003,555
-18,596
89
$665M 0.29%
7,293,858
+1,911,379
90
$658M 0.28%
6,235,796
+490,142
91
$645M 0.28%
4,876,558
-217,270
92
$628M 0.27%
10,209,312
+124,514
93
$594M 0.26%
43,601,727
-5,197,953
94
$550M 0.24%
6,874,925
+49,407
95
$548M 0.24%
5,259,184
+40,753
96
$506M 0.22%
5,195,521
+2,304
97
$505M 0.22%
+132,122,777
98
$463M 0.2%
6,459,178
-160,402
99
$459M 0.2%
10,909,356
+778,103
100
$450M 0.19%
+18,865,651