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
1
$11.8B 5.12%
53,288,778
-6,001,266
2
$9.83B 4.26%
90,741,118
-7,598,261
3
$9.46B 4.09%
25,197,639
-3,030,863
4
$7.96B 3.45%
97,403,605
+4,619,654
5
$6.2B 2.68%
32,578,903
-12,580,834
6
$5.72B 2.48%
37,016,311
-13,598,727
7
$5.24B 2.27%
54,964,750
+5,744,750
8
$4.51B 1.95%
18,369,132
+967,696
9
$4.49B 1.94%
5,438,446
+202,338
10
$3.72B 1.61%
6,450,848
-224,326
11
$3.62B 1.57%
30,415,363
+583,794
12
$3.55B 1.54%
9,677,578
+125,488
13
$3.5B 1.52%
39,917,929
-8,875,116
14
$3.49B 1.51%
12,993,705
+7,875,567
15
$3.45B 1.49%
6,312,142
+156,806
16
$3.42B 1.48%
20,447,869
+555,021
17
$3.04B 1.31%
9,210,125
+128,350
18
$2.99B 1.29%
18,005,343
-10,346,607
19
$2.96B 1.28%
3,131,239
+53,334
20
$2.75B 1.19%
5,250,580
+1,816,113
21
$2.72B 1.18%
23,296,036
+462,099
22
$2.65B 1.15%
3,993,320
+831,034
23
$2.62B 1.13%
19,761,922
+714,237
24
$2.5B 1.08%
7,142,524
-2,616,179
25
$2.46B 1.07%
17,601,888
-393,776