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
401
$1.86M ﹤0.01%
47,632
-80,668
402
$1.82M ﹤0.01%
100,700
403
$1.81M ﹤0.01%
43,980
+135
404
$1.81M ﹤0.01%
+162,084
405
$1.78M ﹤0.01%
29,026
-158
406
$1.76M ﹤0.01%
+130,275
407
$1.76M ﹤0.01%
31,006
+10,014
408
$1.72M ﹤0.01%
70,928
409
$1.72M ﹤0.01%
+49,182
410
$1.69M ﹤0.01%
+112,123
411
$1.68M ﹤0.01%
+51,476
412
$1.67M ﹤0.01%
+201,431
413
$1.63M ﹤0.01%
+239,962
414
$1.6M ﹤0.01%
14,495
+800
415
$1.59M ﹤0.01%
+364,070
416
$1.57M ﹤0.01%
+59,226
417
$1.51M ﹤0.01%
20,404
+7
418
$1.5M ﹤0.01%
+38,560
419
$1.49M ﹤0.01%
23,421
-471
420
$1.49M ﹤0.01%
37,810
-81,700
421
$1.48M ﹤0.01%
+107,063
422
$1.47M ﹤0.01%
+213,467
423
$1.47M ﹤0.01%
+125,707
424
$1.46M ﹤0.01%
+58,972
425
$1.45M ﹤0.01%
+181,719