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
201
$55.3M 0.02%
3,219,518
-76,035
202
$54.4M 0.02%
178,592
-4,761
203
$54.3M 0.02%
2,178,001
+390,995
204
$53.9M 0.02%
875,120
-743,821
205
$52.4M 0.02%
909,875
-113,748
206
$51.9M 0.02%
461,432
+54,740
207
$51.4M 0.02%
451,789
+67,150
208
$51M 0.02%
1,618,395
-135,087
209
$50.8M 0.02%
1,039,415
+294,011
210
$50.4M 0.02%
660,212
-41,586
211
$49.6M 0.02%
2,330,394
+344,307
212
$48.9M 0.02%
434,251
+2,148
213
$48.9M 0.02%
+1,304,516
214
$48.6M 0.02%
1,599,321
-56,526
215
$48.4M 0.02%
1,851,549
+437,800
216
$48.3M 0.02%
761,345
-9,513,444
217
$48.1M 0.02%
706,289
-103,120
218
$47.8M 0.02%
1,144,005
-24,045
219
$46.7M 0.02%
734,543
+22,769
220
$44.8M 0.02%
396,051
+352,051
221
$44.4M 0.02%
209,917
-423,186
222
$44.4M 0.02%
635,425
+311
223
$43.8M 0.02%
1,453,994
+5,166
224
$43.6M 0.02%
5,302,142
+266,271
225
$43.4M 0.02%
363,421
-50,567