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
451
$921K ﹤0.01%
19,193
+6,467
452
$919K ﹤0.01%
57,210
453
$909K ﹤0.01%
+19,145
454
$905K ﹤0.01%
24,983
-772
455
$889K ﹤0.01%
+27,947
456
$880K ﹤0.01%
31,205
-13,349
457
$872K ﹤0.01%
13,342
+4,587
458
$871K ﹤0.01%
8,844
-3,376
459
$870K ﹤0.01%
10,366
+925
460
$866K ﹤0.01%
3,185
-395
461
$863K ﹤0.01%
+19,040
462
$851K ﹤0.01%
+24,085
463
$847K ﹤0.01%
+75,467
464
$843K ﹤0.01%
+34,576
465
$823K ﹤0.01%
18,517
-228,416
466
$822K ﹤0.01%
46,136
467
$806K ﹤0.01%
7,278
+1,073
468
$798K ﹤0.01%
14,031
-303
469
$798K ﹤0.01%
10,014
+502
470
$774K ﹤0.01%
+7,101
471
$755K ﹤0.01%
17,822
+272
472
$740K ﹤0.01%
5,119
+646
473
$735K ﹤0.01%
4,298
-7,772
474
$720K ﹤0.01%
14,002
-450
475
$715K ﹤0.01%
9,310
+2,622