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
976
$203K ﹤0.01%
1,566
-652
977
$203K ﹤0.01%
+2,866
978
$203K ﹤0.01%
+3,072
979
$203K ﹤0.01%
+1,638
980
$202K ﹤0.01%
2,248
-1,501
981
$200K ﹤0.01%
+1,026
982
$199K ﹤0.01%
+11,029
983
$150K ﹤0.01%
+12,968
984
$141K ﹤0.01%
+12,527
985
$131K ﹤0.01%
+41,216
986
$123K ﹤0.01%
+10,540
987
$120K ﹤0.01%
13,826
-2,896
988
$110K ﹤0.01%
+13,840
989
$89.9K ﹤0.01%
+34,447
990
$82.5K ﹤0.01%
+10,925
991
$74.2K ﹤0.01%
11,267
992
$51.6K ﹤0.01%
55,360
993
$33.9K ﹤0.01%
+1,400
994
$27.6K ﹤0.01%
+10,033
995
$13.3K ﹤0.01%
+11,300
996
$12.4K ﹤0.01%
13,462
+3,314
997
$7.22K ﹤0.01%
550
+50
998
$4.07K ﹤0.01%
10,000
-25
999
$2.02K ﹤0.01%
+10,000
1000
-7,624