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
301
$4.41M 0.01%
78,200
+49,600
302
$4.4M 0.01%
53,875
-115
303
$4.24M 0.01%
164,198
-15,700
304
$4.17M 0.01%
+151,870
305
$4.13M 0.01%
421,856
+10,963
306
$4.11M 0.01%
29,679
-1,616
307
$4.09M 0.01%
394,525
+136,200
308
$3.76M 0.01%
450,268
-3,836
309
$3.76M 0.01%
119,384
310
$3.7M 0.01%
+145,701
311
$3.66M 0.01%
69,552
-7,330
312
$3.65M 0.01%
727,991
+39,333
313
$3.62M 0.01%
61,180
+26,544
314
$3.61M 0.01%
+99,770
315
$3.6M 0.01%
+197,188
316
$3.54M 0.01%
185,375
+2,925
317
$3.53M 0.01%
+147,755
318
$3.46M 0.01%
43,623
-52
319
$3.42M 0.01%
+145,123
320
$3.42M 0.01%
80,300
321
$3.42M 0.01%
+99,772
322
$3.39M 0.01%
+44,376
323
$3.37M 0.01%
35,520
+1,164
324
$3.37M 0.01%
89,775
+1,725
325
$3.36M 0.01%
48,277
+40,577