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
101
$63.6M 0.13%
1,802,218
-48,390
102
$63.4M 0.13%
2,718,300
-84,745
103
$63.3M 0.13%
1,462,550
+30,711
104
$62.2M 0.13%
1,377,407
-4,943
105
$62.2M 0.13%
3,405,008
-105,882
106
$61.5M 0.13%
12,545,997
+3,462,990
107
$60.7M 0.13%
288,017
-12,490
108
$60M 0.13%
866,486
+7,940
109
$58.5M 0.12%
2,661,249
+188,566
110
$57.3M 0.12%
651,481
+4,748
111
$57M 0.12%
1,087,835
-8,555
112
$57M 0.12%
3,128,784
-80,220
113
$56.8M 0.12%
2,151,357
-63,633
114
$56.7M 0.12%
1,310,628
+13,755
115
$56.6M 0.12%
2,017,776
-1,971
116
$55.7M 0.12%
1,453,965
-19,817
117
$55.6M 0.12%
1,710,513
-45,245
118
$55.5M 0.12%
4,082,010
-140,545
119
$55.2M 0.12%
562,391
-229,239
120
$54.1M 0.11%
694,989
-19,290
121
$53M 0.11%
509,632
+2,940
122
$50.5M 0.11%
927,959
-78,720
123
$50.3M 0.1%
1,102,589
-49,984
124
$49.5M 0.1%
2,469,954
-62,893
125
$49.2M 0.1%
1,091,749
-114,359
3 4
5
6 7