Ken Fisher

Ken Fisher Fisher Asset Management

AUM $252B
1-Year Return 19.67%
 

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 Return
1 Year Return
+19.67%
3 Year Return
5 Year Return
10 Year 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
1
$1.4B 2.91%
12,035,370
+491,365
2
$1.28B 2.66%
49,970,260
+159,420
3
$1.23B 2.56%
44,488,872
+439,568
4
$1.12B 2.34%
10,950,928
-138,460
5
$1.02B 2.12%
14,631,565
+82,119
6
$1B 2.09%
33,650,930
+116,077
7
$998M 2.08%
10,689,483
+47,727
8
$967M 2.02%
8,376,764
+44,452
9
$966M 2.01%
18,808,540
+104,974
10
$903M 1.88%
28,775,980
+322,340
11
$870M 1.81%
8,508,493
+59,769
12
$858M 1.79%
11,580,345
-1,748
13
$843M 1.76%
13,821,255
+79,998
14
$796M 1.66%
17,976,307
-11,565
15
$778M 1.62%
6,437,352
+28,411
16
$728M 1.52%
12,995,996
-48,092
17
$720M 1.5%
5,521,565
+5,540
18
$696M 1.45%
24,483,598
+114,100
19
$695M 1.45%
7,548,855
-118,302
20
$691M 1.44%
6,394,742
+241,813
21
$665M 1.39%
42,691,607
-2,834
22
$632M 1.32%
23,304,536
-1,287,192
23
$631M 1.31%
13,295,966
+49,373
24
$602M 1.25%
4,712,759
+102,463
25
$590M 1.23%
11,890,928
+65,829