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
126
$48M 0.1%
2,283,400
-84,084
127
$47.9M 0.1%
3,535,856
+1,038,041
128
$46.4M 0.1%
641,542
-16,650
129
$46.3M 0.1%
2,319,858
-52,700
130
$46.1M 0.1%
563,185
-18,485
131
$45.7M 0.1%
262,937
-29,936
132
$45M 0.09%
792,791
+7,875
133
$44.9M 0.09%
4,034,610
-122,523
134
$43.1M 0.09%
1,750,412
+33,420
135
$42.7M 0.09%
2,231,931
-53,765
136
$42.2M 0.09%
7,253,283
+84,949
137
$42M 0.09%
1,215,797
-35,525
138
$41.9M 0.09%
9,642,071
+1,106,092
139
$41.7M 0.09%
3,391,892
-96,050
140
$41.5M 0.09%
680,341
-16,818
141
$41.4M 0.09%
4,270,317
-52,500
142
$41M 0.09%
454,648
+125,594
143
$41M 0.09%
962,850
-28,265
144
$40.5M 0.08%
701,104
-24,215
145
$40.1M 0.08%
2,009,275
-16,971
146
$39.6M 0.08%
769,406
-38,465
147
$39.1M 0.08%
6,427,832
+42,774
148
$39M 0.08%
744,441
-20,164
149
$38.7M 0.08%
597,807
-19,315
150
$38.4M 0.08%
2,599,656
-76,060
4 5
6
7 8