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
176
$75.4M 0.03%
636,814
-45,879
177
$74.9M 0.03%
357,636
+314,403
178
$74.8M 0.03%
7,306,866
+155,121
179
$74.8M 0.03%
1,245,975
-9,291
180
$74.1M 0.03%
718,106
-168,737
181
$72M 0.03%
273,503
+84,833
182
$72M 0.03%
4,743,059
+209,784
183
$70.9M 0.03%
355,219
+35,952
184
$70.8M 0.03%
583,452
-111,287
185
$69.4M 0.03%
499,933
+1,008
186
$68.6M 0.03%
764,437
+8,882
187
$66.8M 0.03%
919,123
-17,659,058
188
$65.5M 0.03%
679,005
-24,178
189
$64.3M 0.03%
1,729,381
+387,604
190
$64M 0.03%
200,886
+7,852
191
$61.3M 0.03%
422,213
-2,873,111
192
$60.2M 0.03%
9,796,595
-372,804
193
$60.1M 0.03%
2,125,789
+35,326
194
$59.7M 0.03%
3,297,712
+715,676
195
$59M 0.03%
217,083
+5,209
196
$58.5M 0.03%
322,927
-67,302
197
$58.1M 0.03%
1,607,072
-69,648
198
$57.3M 0.02%
4,169,263
-237,628
199
$56.9M 0.02%
1,456,421
-43,114
200
$55.4M 0.02%
232,079
+71,660