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
351
$2.92M 0.01%
+187,000
352
$2.91M 0.01%
+79,737
353
$2.89M 0.01%
26,830
+1,026
354
$2.89M 0.01%
+63,546
355
$2.88M 0.01%
+191,093
356
$2.88M 0.01%
+109,646
357
$2.85M 0.01%
+123,168
358
$2.84M 0.01%
+94,601
359
$2.84M 0.01%
74,406
+14,600
360
$2.83M 0.01%
+111,916
361
$2.83M 0.01%
67,999
362
$2.82M 0.01%
+106,870
363
$2.8M 0.01%
51,532
+701
364
$2.79M 0.01%
+60,561
365
$2.77M 0.01%
+398,426
366
$2.76M 0.01%
+171,445
367
$2.75M 0.01%
+169,780
368
$2.72M 0.01%
+149,473
369
$2.71M 0.01%
+231,862
370
$2.69M 0.01%
+219,398
371
$2.69M 0.01%
+128,177
372
$2.65M 0.01%
+100,952
373
$2.64M 0.01%
+32,687
374
$2.64M 0.01%
+105,062
375
$2.63M 0.01%
+396,195