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
1026
-4,006
1027
-5,145
1028
-4,848
1029
-8,411
1030
-2,015
1031
-1,520
1032
-11,870
1033
-8,557
1034
-5,019
1035
-348,656
1036
-2,222
1037
-11,369
1038
-10,930
1039
-8,173
1040
-249,830
1041
-7,324
1042
-2,085
1043
-11,637
1044
-7,091
1045
-388,169
1046
-4,389
1047
-5,981
1048
-3,122
1049
-446,017
1050
-55,432