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
426
$1.44M ﹤0.01%
25,063
-458
427
$1.41M ﹤0.01%
+65,538
428
$1.37M ﹤0.01%
117,728
+85,090
429
$1.3M ﹤0.01%
+57,568
430
$1.28M ﹤0.01%
29,351
-625
431
$1.23M ﹤0.01%
15,530
-2,496
432
$1.2M ﹤0.01%
18,961
+8,069
433
$1.19M ﹤0.01%
+6,433
434
$1.17M ﹤0.01%
16,907
+1,607
435
$1.17M ﹤0.01%
111,234
-48,717
436
$1.14M ﹤0.01%
+153,822
437
$1.11M ﹤0.01%
+10,145
438
$1.08M ﹤0.01%
19,466
+3,044
439
$1.05M ﹤0.01%
+55,934
440
$1.02M ﹤0.01%
11,330
+70
441
$1.01M ﹤0.01%
5,730
+165
442
$981K ﹤0.01%
793
+17
443
$974K ﹤0.01%
62,900
+900
444
$970K ﹤0.01%
+19,025
445
$960K ﹤0.01%
+2,050
446
$951K ﹤0.01%
15,747
+5,235
447
$948K ﹤0.01%
+20,025
448
$941K ﹤0.01%
16,578
+6,050
449
$930K ﹤0.01%
4,855
-991
450
$922K ﹤0.01%
+12,461