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 | |
|---|---|---|---|---|---|---|---|
| $16M | 0.01% | 274,726 +56,207 | +26% | +$3.27M | |||
| $15.9M | 0.01% | 461,904 +58,904 | +15% | +$2.03M | |||
| $15.8M | 0.01% | 871,628 +419,131 | +93% | +$7.61M | |||
| $15.8M | 0.01% | 965,031 +88,432 | +10% | +$1.45M | |||
| $15.2M | 0.01% | 96,640 +13,744 | +17% | +$2.16M | |||
| $15.2M | 0.01% | 1,011,564 +70,295 | +7% | +$1.05M | |||
| $15M | 0.01% | 285,794 | New | +$15M | |||
| $14.9M | 0.01% | 710,011 -36,000 | -5% | -$754K | |||
| $14.9M | 0.01% | 30,669 +761 | +3% | +$369K | |||
| $14.9M | 0.01% | 128,194 +14,772 | +13% | +$1.71M | |||
| $14.7M | 0.01% | 114,085 -7 | -0% | -$904 | |||
| $14.7M | 0.01% | 456,871 -97,866 | -18% | -$3.15M | |||
| $14.5M | 0.01% | 159,176 -5,137 | -3% | -$468K | |||
| $14.5M | 0.01% | 321,129 +18,170 | +6% | +$820K | |||
| $14.5M | 0.01% | 151,899 -3,789 | -2% | -$361K | |||
| $14.4M | 0.01% | 287,722 +85,417 | +42% | +$4.28M | |||
| $14.1M | 0.01% | 210,547 | New | +$14.1M | |||
| $14.1M | 0.01% | 1,496,776 -159,859 | -10% | -$1.5M | |||
| $14.1M | 0.01% | 252,909 -1,307 | -0.5% | -$72.7K | |||
| $14M | 0.01% | 288,428 -123,426 | -30% | -$6.01M | |||
| $13.9M | 0.01% | 166,723 -46,689 | -22% | -$3.9M | |||
| $13.9M | 0.01% | 142,548 -10,902 | -7% | -$1.06M | |||
| $13.7M | 0.01% | 565,225 -28,099 | -5% | -$680K | |||
| $13.5M | 0.01% | 220,739 -3,138 | -1% | -$191K | |||
| $13.2M | 0.01% | 1,711,964 -162,333 | -9% | -$1.25M |
