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
151
$38M 0.08%
5,881,654
+5,629
152
$38M 0.08%
747,847
-21,483
153
$37.5M 0.08%
1,830,608
-58,835
154
$37.2M 0.08%
459,838
-73,604
155
$37.1M 0.08%
756,133
-39,735
156
$37M 0.08%
275,519
-10,697
157
$36.1M 0.08%
365,837
-37,396
158
$35.8M 0.07%
463,458
-3,882
159
$34.3M 0.07%
1,325,763
-37,554
160
$34.2M 0.07%
217,661
-16,209
161
$33.9M 0.07%
935,230
-30,970
162
$33.6M 0.07%
693,333
-8,900
163
$32.9M 0.07%
2,355,244
-66,944
164
$32.8M 0.07%
1,103,190
-155,720
165
$32.8M 0.07%
112,448
+31,516
166
$32M 0.07%
1,244,249
-1,047
167
$31.8M 0.07%
1,056,141
-32,723
168
$30.9M 0.06%
801,661
-24,520
169
$30.8M 0.06%
670,227
+23,807
170
$30.7M 0.06%
482,899
-25,417
171
$30.5M 0.06%
539,622
-16,625
172
$29.3M 0.06%
223,663
-31,447
173
$29M 0.06%
321,340
-11,880
174
$28M 0.06%
311,106
-49,451
175
$27.4M 0.06%
698,503
-18,450
5 6
7
8 9