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
326
$3.33M 0.01%
56,700
-29,300
327
$3.33M 0.01%
+106,710
328
$3.31M 0.01%
+101,370
329
$3.3M 0.01%
+197,420
330
$3.29M 0.01%
+74,110
331
$3.26M 0.01%
+81,411
332
$3.23M 0.01%
+113,280
333
$3.22M 0.01%
+118,209
334
$3.16M 0.01%
+167,608
335
$3.15M 0.01%
88,339
-229,871
336
$3.14M 0.01%
+707,892
337
$3.14M 0.01%
+120,287
338
$3.12M 0.01%
+108,507
339
$3.11M 0.01%
+149,588
340
$3.1M 0.01%
+62,316
341
$3.06M 0.01%
+148,691
342
$3.04M 0.01%
+84,784
343
$3.01M 0.01%
+352,394
344
$2.98M 0.01%
+170,876
345
$2.96M 0.01%
551,728
-418,178
346
$2.95M 0.01%
+89,708
347
$2.95M 0.01%
+61,671
348
$2.94M 0.01%
335,998
349
$2.94M 0.01%
+116,645
350
$2.93M 0.01%
+114,516