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
276
$7.97M 0.02%
258,990
-11,175
277
$7.57M 0.02%
422,147
+27,485
278
$7.52M 0.02%
61,645
+46
279
$7.52M 0.02%
33,645
-2,078
280
$7.34M 0.02%
239,649
-31,500
281
$7.2M 0.02%
131,061
+780
282
$7.15M 0.01%
330,912
-43,290
283
$7.04M 0.01%
119,920
+12,756
284
$6.93M 0.01%
94,089
+237
285
$6.91M 0.01%
101,440
-959
286
$6.75M 0.01%
208,920
+19,400
287
$6.64M 0.01%
100,813
-2,316
288
$6.64M 0.01%
58,425
-3,900
289
$6.47M 0.01%
342,605
-4,150
290
$6.38M 0.01%
31,064
+10,903
291
$6.05M 0.01%
113,305
-15,910
292
$5.96M 0.01%
331,000
-507
293
$5.93M 0.01%
118,694
+240
294
$5.78M 0.01%
131,675
-31,835
295
$5.71M 0.01%
120,554
+2,301
296
$5.25M 0.01%
117,015
-1,520
297
$4.82M 0.01%
128,224
-1,587
298
$4.68M 0.01%
162,690
-30,386
299
$4.45M 0.01%
76,939
+725
300
$4.41M 0.01%
169,441
+2,539
10 11
12
13 14