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 | |
|---|---|---|---|---|---|---|---|
| $11M | 0% | 191,289 -50,531 | -21% | -$2.91M | |||
| $10.9M | 0% | 972,839 -28,628 | -3% | -$320K | |||
| $10.7M | 0% | 329,161 +511 | +0.2% | +$16.7K | |||
| $10.7M | 0% | 116,279 +1,990 | +2% | +$183K | |||
| $10.6M | 0% | 419,331 -75,349 | -15% | -$1.91M | |||
| $10.6M | 0% | 321,681 -9,678 | -3% | -$320K | |||
| $10.6M | 0% | 154,269 | New | +$10.6M | |||
| $10.6M | 0% | 131,756 +128,188 | +3,593% | +$10.3M | |||
| $10.5M | 0% | 95,257 +3,153 | +3% | +$349K | |||
| $10.5M | 0% | 44,967 -63,216 | -58% | -$14.8M | |||
| $10.4M | 0% | 774,298 +107,308 | +16% | +$1.44M | |||
| $10.4M | 0% | 46,458 +3,430 | +8% | +$768K | |||
| $10.3M | 0% | 37,951 -23,004 | -38% | -$6.23M | |||
| $10.2M | 0% | 54,703 +6,982 | +15% | +$1.3M | |||
| $9.76M | 0% | 62,042 -1,449 | -2% | -$228K | |||
| $9.56M | 0% | 113,335 -7,533 | -6% | -$635K | |||
| $9.54M | 0% | 1,075,215 +170,006 | +19% | +$1.51M | |||
| $9.51M | 0% | 77,984 -13,809 | -15% | -$1.68M | |||
| $9.5M | 0% | 84,266 -1,932 | -2% | -$218K | |||
| $9.39M | 0% | 112,467 -2,218,935 | -95% | -$185M | |||
| $9.14M | 0% | 57,551 -70,349 | -55% | -$11.2M | |||
| $8.97M | 0% | 575,653 | New | +$8.97M | |||
| $8.94M | 0% | 147,421 | – | – | |||
| $8.85M | 0% | 147,066 -1,001,666 | -87% | -$60.3M | |||
| $8.84M | 0% | 571,750 +387,921 | +211% | +$6M |
