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
1076
-913
1077
-2,861
1078
-9,190
1079
-40,500
1080
-3,755
1081
-7,176
1082
-1,230
1083
-12,227
1084
-16,382
1085
-32,864
1086
-974,481