Ken Fisher

Ken Fisher Fisher Asset Management

AUM $293B
1-Year Est. Return 28.33%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.33%
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 +$2.15B
2 +$1.53B
3 +$1.23B
4
SPOT icon
Spotify
SPOT
+$1.13B
5
BCS icon
Barclays
BCS
+$1.09B

Top Sells

1 +$2.73B
2 +$2.53B
3 +$2.47B
4
AVGO icon
Broadcom
AVGO
+$2.43B
5
NFLX icon
Netflix
NFLX
+$2.34B

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
1001
-2,590
1002
-10,920
1003
-4,388
1004
-597
1005
-702,651
1006
-4,948
1007
-755
1008
-3,008
1009
-20,014
1010
-4,536
1011
-57,789
1012
-7,624
1013
-8,817
1014
-1,500
1015
-287,070
1016
-3,809
1017
-3,843
1018
-5,245
1019
-12,800
1020
-41,273
1021
-196,406
1022
-1,423
1023
-5,945
1024
-186,489
1025
-19,511