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
201
$20.9M 0.04%
710,545
+32,800
202
$20.1M 0.04%
316,920
-8,125
203
$20.1M 0.04%
1,510,030
+56,840
204
$19.7M 0.04%
1,037,948
-43,137
205
$19.5M 0.04%
228,545
+205,806
206
$19.3M 0.04%
408,311
-32,159
207
$18.9M 0.04%
285,985
+14,470
208
$18.9M 0.04%
410,044
+58,244
209
$18.9M 0.04%
332,508
+31,608
210
$18.8M 0.04%
530,584
+34,400
211
$18.6M 0.04%
158,392
-4,557,172
212
$18.5M 0.04%
387,933
-3,461
213
$18.5M 0.04%
133,632
-21,469
214
$18.3M 0.04%
272,545
+11,149
215
$17.7M 0.04%
162,612
+3,159
216
$17.6M 0.04%
669,622
+33,624
217
$17.5M 0.04%
740,795
+39,770
218
$17.4M 0.04%
191,332
+11,013
219
$17.2M 0.04%
554,000
220
$17.2M 0.04%
500,976
+21,230
221
$17M 0.04%
471,563
-7,685
222
$16.5M 0.03%
180,540
+22,900
223
$16.5M 0.03%
260,791
+16,144
224
$16.4M 0.03%
919,360
-22,800
225
$16M 0.03%
1,278,802
7 8
9
10 11