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
176
$27.4M 0.06%
668,564
-103,642
177
$27.3M 0.06%
1,818,672
+140,679
178
$27.3M 0.06%
492,652
+323,447
179
$27.3M 0.06%
1,370,426
+60,824
180
$27.2M 0.06%
2,246,006
+163,705
181
$27.2M 0.06%
816,740
-30,110
182
$27.1M 0.06%
821,224
-25,800
183
$27M 0.06%
843,080
-215,148
184
$26.8M 0.06%
223,972
-155
185
$26.8M 0.06%
427,115
+7,761
186
$26.7M 0.06%
499,035
-7,469
187
$26.5M 0.06%
244,564
+20,165
188
$26M 0.05%
571,985
+23,724
189
$25.3M 0.05%
482,244
-4,231
190
$24.6M 0.05%
241,301
+17,281
191
$24.5M 0.05%
543,166
-5,730
192
$24M 0.05%
487,346
+19,282
193
$24M 0.05%
2,131,573
-83,575
194
$23.7M 0.05%
601,141
-9,025
195
$23.6M 0.05%
79,458
-8,300
196
$23.3M 0.05%
693,544
-2,525
197
$22.3M 0.05%
+571,175
198
$21.9M 0.05%
376,956
-11,685
199
$21.2M 0.04%
235,403
+3,681
200
$21.1M 0.04%
217,537
+7,340
6 7
8
9 10