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
551
$214K ﹤0.01%
6,745
+227
552
$211K ﹤0.01%
3,672
-54
553
$208K ﹤0.01%
7,731
-2,377
554
$203K ﹤0.01%
+8,301
555
$201K ﹤0.01%
+12,501
556
$200K ﹤0.01%
6,689
-432
557
$191K ﹤0.01%
12,300
558
$167K ﹤0.01%
22,742
-44
559
$143K ﹤0.01%
+3,841
560
$122K ﹤0.01%
12,000
561
$111K ﹤0.01%
2,962
-342
562
$111K ﹤0.01%
4,326
563
$87K ﹤0.01%
2,163
-240
564
$83K ﹤0.01%
25,336
565
$81K ﹤0.01%
11,968
+91
566
$48K ﹤0.01%
11,455
-241
567
$44K ﹤0.01%
+1,206
568
$38K ﹤0.01%
+1,671
569
$26K ﹤0.01%
+16,329
570
$24K ﹤0.01%
+1
571
$21K ﹤0.01%
1,100
572
$11K ﹤0.01%
12,446
-3,904
573
$3K ﹤0.01%
50
-10
574
-5,471
575
-15,485