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
526
$293K ﹤0.01%
+7,472
527
$287K ﹤0.01%
6,987
-1,122
528
$283K ﹤0.01%
3,104
+4
529
$281K ﹤0.01%
6,066
+1,400
530
$270K ﹤0.01%
4,171
+12
531
$268K ﹤0.01%
6,300
+1,500
532
$267K ﹤0.01%
1,606
-82
533
$265K ﹤0.01%
5,735
+39
534
$264K ﹤0.01%
2,039
+342
535
$262K ﹤0.01%
5,291
+236
536
$256K ﹤0.01%
4,650
-2,036
537
$247K ﹤0.01%
2,813
-4
538
$245K ﹤0.01%
5,950
+1,150
539
$245K ﹤0.01%
1,704
+393
540
$241K ﹤0.01%
3,068
-60
541
$238K ﹤0.01%
+7,648
542
$234K ﹤0.01%
504
-61
543
$231K ﹤0.01%
5,744
-78
544
$229K ﹤0.01%
1,725
+425
545
$229K ﹤0.01%
10,858
-23
546
$225K ﹤0.01%
5,100
-1,231
547
$223K ﹤0.01%
8,972
-4,351
548
$220K ﹤0.01%
36,000
549
$218K ﹤0.01%
+3,085
550
$217K ﹤0.01%
2,177
-219
20 21
22
23 24