Ken FisherFisher Asset Management
AUM $231B
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.
AUM
$231B
AUM Growth
-$20.3B (-8%)
Cap. Flow
-$8.1B
Cap. Flow % of AUM
-3.51%
Top 10 Holdings %Top 10 Hldgs %
29.86%
Holding
1,092
New
117
Increased
402
Reduced
433
Closed
93
Top Buys
| 1 | $2.11B | |
| 2 | $1.41B | |
| 3 | $1.27B | |
| 4 | $1.12B | |
| 5 | $1.12B |
Top Sells
| 1 | $2.39B | |
| 2 | $2.34B | |
| 3 | $2.3B | |
| 4 | $2.1B | |
| 5 | $1.92B |
Sector Composition
| 1 | Technology | 24.26% |
| 2 | Financials | 16.92% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 8.55% |
| 5 | Energy | 7.12% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $24.8M | 0.01% | 750,543 +457,356 | +156% | +$15.1M | |||
| $24.6M | 0.01% | 1,323,593 -57,953 | -4% | -$1.08M | |||
| $24.5M | 0.01% | 446,984 -18,028 | -4% | -$986K | |||
| $24.2M | 0.01% | 330,908 -9,648 | -3% | -$706K | |||
| $24.2M | 0.01% | 585,332 +104 | +0% | +$4.3K | |||
| $24.1M | 0.01% | 1,602,511 -123,894 | -7% | -$1.87M | |||
| $23.5M | 0.01% | 222,297 -1,884 | -0.8% | -$199K | |||
| $23.4M | 0.01% | 187,252 -9,239 | -5% | -$1.15M | |||
| $22.9M | 0.01% | 3,052,137 -130,480 | -4% | -$979K | |||
| $22.8M | 0.01% | 714,150 -5,751 | -0.8% | -$184K | |||
| $22.8M | 0.01% | 987,049 +101,533 | +11% | +$2.34M | |||
| $22.7M | 0.01% | 215,264 -5,639 | -3% | -$595K | |||
| $22.6M | 0.01% | 141,050 +2,048 | +1% | +$327K | |||
| $22.5M | 0.01% | 2,734,191 -690,323 | -20% | -$5.67M | |||
| $22.3M | 0.01% | 32,860 -8,147 | -20% | -$5.54M | |||
| $22.2M | 0.01% | 839,169 +281,686 | +51% | +$7.45M | |||
| $22.1M | 0.01% | 7,220,822 -303,475 | -4% | -$929K | |||
| $21.6M | 0.01% | 1,076,609 -30,279 | -3% | -$608K | |||
| $21.6M | 0.01% | 139,127 +18,696 | +16% | +$2.9M | |||
| $21.4M | 0.01% | 169,958 -14,021 | -8% | -$1.77M | |||
| $21M | 0.01% | 2,524,950 +697,806 | +38% | +$5.8M | |||
| $20.6M | 0.01% | 353,469 +132,699 | +60% | +$7.74M | |||
| $20.1M | 0.01% | 755,924 +10,126 | +1% | +$270K | |||
| $20.1M | 0.01% | 496,277 -22,980 | -4% | -$929K | |||
| $19.9M | 0.01% | 74,712 -5,301 | -7% | -$1.41M |
