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
126
$213M 0.09%
11,687,836
-2,829,523
127
$206M 0.09%
1,829,686
-73,827
128
$191M 0.08%
739,789
+49,860
129
$180M 0.08%
1,964,588
+94,142
130
$176M 0.08%
2,766,161
-229,434
131
$166M 0.07%
74,416,420
-1,467,673
132
$164M 0.07%
16,471,059
-714,084
133
$164M 0.07%
2,611,640
-180,859
134
$163M 0.07%
1,271,806
+51,231
135
$161M 0.07%
3,917,566
-146,231
136
$161M 0.07%
82,404
-84,064
137
$148M 0.06%
2,776,016
+23,339
138
$146M 0.06%
3,236,702
-162,917
139
$139M 0.06%
1,350,909
-22,735,111
140
$136M 0.06%
437,824
+43,335
141
$131M 0.06%
1,390,540
-150,044
142
$131M 0.06%
2,253,298
-28,017
143
$129M 0.06%
494,388
-28,409
144
$126M 0.05%
3,499,253
-254,676
145
$121M 0.05%
1,175,122
+28,088
146
$119M 0.05%
1,826,144
-389,807
147
$119M 0.05%
659,324
-4,578
148
$117M 0.05%
+1,278,700
149
$116M 0.05%
433,590
+18,048
150
$114M 0.05%
1,666,930
+844,481
4 5
6
7 8