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
476
$699K ﹤0.01%
3,373
+398
477
$682K ﹤0.01%
9,900
+844
478
$651K ﹤0.01%
+35,270
479
$619K ﹤0.01%
+135,695
480
$614K ﹤0.01%
15,254
+260
481
$604K ﹤0.01%
20,733
+2,200
482
$604K ﹤0.01%
164,202
483
$589K ﹤0.01%
+9,628
484
$585K ﹤0.01%
17,312
-10,672
485
$558K ﹤0.01%
9,508
486
$557K ﹤0.01%
11,602
-403
487
$537K ﹤0.01%
17,880
+9,192
488
$526K ﹤0.01%
21,771
+6,216
489
$525K ﹤0.01%
10,755
-184,223
490
$521K ﹤0.01%
+7,189
491
$521K ﹤0.01%
7,887
+380
492
$513K ﹤0.01%
4,928
+550
493
$506K ﹤0.01%
7,363
+4,169
494
$494K ﹤0.01%
8,307
-1,210
495
$491K ﹤0.01%
+32,700
496
$476K ﹤0.01%
+83,250
497
$468K ﹤0.01%
3,345
+31
498
$462K ﹤0.01%
+9,978
499
$462K ﹤0.01%
7,535
+21
500
$446K ﹤0.01%
9,986
+1,030