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 | |
|---|---|---|---|---|---|---|---|
| $8.8M | 0% | 163,787 +89,592 | +121% | +$4.81M | |||
| $8.61M | 0% | 121,338 | New | +$8.61M | |||
| $8.6M | 0% | 104,119 -29,821 | -22% | -$2.46M | |||
| $8.53M | 0% | 231,857 -17,706 | -7% | -$652K | |||
| $8.51M | 0% | 287,145 -4,127,264 | -94% | -$122M | |||
| $8.48M | 0% | 790,698 -738,073 | -48% | -$7.92M | |||
| $8.47M | 0% | 77,001 -12,415 | -14% | -$1.37M | |||
| $8.35M | 0% | 95,401 -51,236 | -35% | -$4.48M | |||
| $8.31M | 0% | 168,357 -445,290 | -73% | -$22M | |||
| $8.28M | 0% | 65,660 -12,897 | -16% | -$1.63M | |||
| $8.07M | 0% | 622,048 -677,326 | -52% | -$8.78M | |||
| $8.06M | 0% | 134,801 -74,929 | -36% | -$4.48M | |||
| $8.05M | 0% | 185,954 +9,317 | +5% | +$403K | |||
| $8.04M | 0% | 357,000 -152,000 | -30% | -$3.42M | |||
| $8.03M | 0% | 85,948 -17,943 | -17% | -$1.68M | |||
| $8.03M | 0% | 104,044 -13,021 | -11% | -$1.01M | |||
| $8.02M | 0% | 99,893 -81 | -0.1% | -$6.5K | |||
| $8M | 0% | 495,667 -16,179 | -3% | -$261K | |||
| $7.9M | 0% | 68,857 -30,158 | -30% | -$3.46M | |||
| $7.76M | 0% | 165,011 -720,202 | -81% | -$33.9M | |||
| $7.72M | 0% | 165,098 +156,398 | +1,798% | +$7.31M | |||
| $7.61M | 0% | 265,571 -53,519 | -17% | -$1.53M | |||
| $7.53M | 0% | 168,780 -1,720 | -1% | -$76.7K | |||
| $7.52M | 0% | 207,755 -57,434 | -22% | -$2.08M | |||
| $7.4M | 0% | 204,817 -509 | -0.3% | -$18.4K |
