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
151
$112M 0.05%
1,372,217
-134,590
152
$107M 0.05%
458,287
-22,137
153
$104M 0.04%
1,046,888
+27,386
154
$102M 0.04%
1,955,111
-233,695
155
$102M 0.04%
219,966
+218,314
156
$100M 0.04%
1,425,374
+56,705
157
$99.5M 0.04%
710,200
-35,756
158
$98.4M 0.04%
192,197
-11,614
159
$94.1M 0.04%
497,685
-8,016
160
$93.4M 0.04%
1,318,383
-67,911
161
$91.2M 0.04%
291,871
-6,100
162
$88.2M 0.04%
446,643
-422,016
163
$87.9M 0.04%
4,147,746
+47,397
164
$83.9M 0.04%
1,901,882
-105,891
165
$83.8M 0.04%
9,571,614
-6,103,009
166
$82M 0.04%
912,512
-5,161,053
167
$81.6M 0.04%
4,112,896
+680,070
168
$81.2M 0.04%
912,608
-178,453
169
$80.2M 0.03%
864,365
+12,910
170
$80.2M 0.03%
597,120
+208,253
171
$79.8M 0.03%
552,668
-25,251
172
$79M 0.03%
1,824,672
-37,717
173
$78.7M 0.03%
2,082,348
+191,723
174
$78.6M 0.03%
17,068
-402,391
175
$76.8M 0.03%
1,434,078
+655,315
5 6
7
8 9