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
26
$583M 1.22%
19,358,065
+369
27
$571M 1.19%
27,517,403
+903,024
28
$564M 1.17%
6,843,547
+86,569
29
$563M 1.17%
7,830,151
+68,765
30
$512M 1.07%
27,651,070
+1,106,189
31
$504M 1.05%
9,387,122
-58,761
32
$502M 1.05%
4,721,105
+4,674,824
33
$497M 1.04%
5,271,048
+51,197
34
$493M 1.03%
4,564,927
-67,439
35
$472M 0.98%
15,450,841
+1,039,469
36
$451M 0.94%
29,535,972
+658,692
37
$443M 0.92%
9,222,455
-4,242
38
$434M 0.9%
12,863,363
-604,670
39
$413M 0.86%
10,293,030
+87,484
40
$410M 0.85%
42,938,290
-396,172
41
$407M 0.85%
5,473,828
+983,937
42
$405M 0.84%
11,220,805
-114,543
43
$403M 0.84%
15,351,621
-115,155
44
$392M 0.82%
85,225,871
-553,825
45
$391M 0.81%
6,030,675
+53,074
46
$334M 0.7%
7,086,268
-78,433
47
$323M 0.67%
2,944,246
+211,031
48
$317M 0.66%
24,807,750
-1,183,520
49
$290M 0.6%
20,989,662
+1,054,437
50
$289M 0.6%
4,190,732
-48,991
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