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
$48B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$497M
2 +$73.2M
3 +$57M
4
TCOM icon
Trip.com Group
TCOM
+$51.8M
5
BABA icon
Alibaba
BABA
+$42.4M

Top Sells

1 +$534M
2 +$71.7M
3 +$39.1M
4
NVO icon
Novo Nordisk
NVO
+$34.9M
5
GILD icon
Gilead Sciences
GILD
+$22.5M

Sector Composition

1 Financials 20.2%
2 Healthcare 14.84%
3 Technology 13.02%
4 Consumer Discretionary 7.11%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$11.1M 0.02%
352,327
+2,462
252
$10.9M 0.02%
146,943
-51,217
253
$10.9M 0.02%
685,080
+61,814
254
$10.8M 0.02%
127,027
+2,864
255
$10.7M 0.02%
220,098
-2,800
256
$10.7M 0.02%
177,469
-2,100
257
$10.6M 0.02%
231,937
-9,800
258
$10.4M 0.02%
283,253
+20,903
259
$10.2M 0.02%
198,110
-10,500
260
$10.2M 0.02%
678,726
+27,222
261
$9.78M 0.02%
508,425
+140,535
262
$9.71M 0.02%
157,579
-18,860
263
$9.68M 0.02%
329,455
+7,055
264
$9.66M 0.02%
+281,286
265
$9.51M 0.02%
707,780
-33,175
266
$9.43M 0.02%
279,500
267
$9.27M 0.02%
122,039
-7,200
268
$9.21M 0.02%
376,617
-669,626
269
$9.14M 0.02%
320,932
-5,273
270
$8.93M 0.02%
278,325
+24,700
271
$8.78M 0.02%
110,006
-6,424
272
$8.73M 0.02%
224,537
+6,623
273
$8.25M 0.02%
380,865
+273,965
274
$8.23M 0.02%
320,307
+108
275
$8.2M 0.02%
300,291
+43,959