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
101
$417M 0.18%
8,211,992
+3,129,936
102
$398M 0.17%
3,631,848
+1,595,914
103
$395M 0.17%
+33,175,542
104
$379M 0.16%
1,743,656
+659
105
$362M 0.16%
6,101,947
-370,029
106
$362M 0.16%
2,764,195
+869,333
107
$355M 0.15%
3,264,251
-239,981
108
$344M 0.15%
4,898,727
+2,043,798
109
$317M 0.14%
2,182,288
+391,895
110
$306M 0.13%
55,668,875
-16,649
111
$302M 0.13%
538,262
+786
112
$287M 0.12%
472,812
+27,179
113
$287M 0.12%
1,837,060
-671,485
114
$277M 0.12%
1,578,407
-31,802
115
$275M 0.12%
10,127,826
-11,090
116
$244M 0.11%
2,682,629
-367,643
117
$233M 0.1%
5,517,287
+631,471
118
$233M 0.1%
982,483
+8,219
119
$223M 0.1%
2,950,261
-1,844,889
120
$223M 0.1%
1,452,929
-198,564
121
$222M 0.1%
3,142,949
-83,745
122
$220M 0.1%
3,427,589
+610,852
123
$217M 0.09%
5,594,862
+1,860,290
124
$215M 0.09%
6,485,584
-1,336,926
125
$215M 0.09%
14,969,355
-918,629