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
501
$440K ﹤0.01%
16,963
+7,375
502
$425K ﹤0.01%
5,579
+48
503
$425K ﹤0.01%
55,649
-2,375
504
$422K ﹤0.01%
+4,669
505
$420K ﹤0.01%
+10,635
506
$401K ﹤0.01%
4,828
-381
507
$398K ﹤0.01%
5,939
-506
508
$393K ﹤0.01%
5,138
+594
509
$388K ﹤0.01%
9,913
-511
510
$387K ﹤0.01%
9,253
+344
511
$383K ﹤0.01%
2,918
+468
512
$367K ﹤0.01%
4,117
+178
513
$362K ﹤0.01%
11,435
-290
514
$339K ﹤0.01%
6,046
-162
515
$337K ﹤0.01%
37,611
+273
516
$334K ﹤0.01%
3,095
-473
517
$329K ﹤0.01%
2,849
+61
518
$327K ﹤0.01%
1,833
+5
519
$320K ﹤0.01%
+4,606
520
$318K ﹤0.01%
+5,752
521
$318K ﹤0.01%
+3,183
522
$308K ﹤0.01%
3,254
-785
523
$307K ﹤0.01%
3,000
524
$305K ﹤0.01%
26,064
525
$299K ﹤0.01%
35,500
+6,300