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
51
$279M 0.58%
2,705,487
+287,493
52
$256M 0.53%
8,116,812
+1,639,002
53
$250M 0.52%
10,392,193
+309,083
54
$245M 0.51%
2,553,181
+245,507
55
$226M 0.47%
2,531,578
+26,076
56
$221M 0.46%
4,583,399
+281,132
57
$207M 0.43%
2,623,505
-908,439
58
$193M 0.4%
2,314,374
-22,680
59
$183M 0.38%
8,123,419
-53,908
60
$166M 0.35%
2,172,689
+910
61
$163M 0.34%
1,413,959
-40,911
62
$163M 0.34%
1,506,522
-79,975
63
$148M 0.31%
2,393,327
-38,523
64
$132M 0.27%
957,606
+24,793
65
$129M 0.27%
4,896,572
+113,730
66
$124M 0.26%
7,028,213
-2,301
67
$120M 0.25%
1,128,705
+19,675
68
$119M 0.25%
2,026,085
+719,477
69
$115M 0.24%
2,811,914
+622,597
70
$112M 0.23%
2,912,285
-91,200
71
$109M 0.23%
1,724,598
-56,170
72
$105M 0.22%
1,620,543
+7,292
73
$104M 0.22%
1,239,408
+210,378
74
$99.1M 0.21%
3,875,295
+97,426
75
$93.1M 0.19%
2,175,373
-15,771
1 2
3
4 5