Ken Fisher

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.

This Quarter Return
-1.26%
1 Year Return
+12.13%
3 Year Return
+53.57%
5 Year Return
+176.39%
10 Year Return
+309.26%
AUM
$231B
AUM Growth
-$20.3B
Cap. Flow
-$8.35B
Cap. Flow %
-3.61%
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

Sector Composition

1Technology24.26%
2Financials16.92%
3Healthcare11.65%
4Industrials8.55%
5Energy7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$8.8M﹤0.01% 163,787
+89,592
+121%
+$4.81M
$8.61M﹤0.01%
+121,338
New
+$8.61M
$8.6M﹤0.01% 104,119
-29,821
-22%
-$2.46M
$8.53M﹤0.01% 231,857
-17,706
-7%
-$652K
$8.51M﹤0.01% 287,145
-4,127,264
-94%
-$122M
$8.48M﹤0.01% 790,698
-738,073
-48%
-$7.92M
$8.47M﹤0.01% 77,001
-12,415
-14%
-$1.37M
$8.35M﹤0.01% 95,401
-51,236
-35%
-$4.48M
$8.31M﹤0.01% 168,357
-445,290
-73%
-$22M
$8.28M﹤0.01% 65,660
-12,897
-16%
-$1.63M
$8.07M﹤0.01% 622,048
-677,326
-52%
-$8.78M
$8.06M﹤0.01% 134,801
-74,929
-36%
-$4.48M
$8.05M﹤0.01% 185,954
+9,317
+5%
+$403K
$8.04M﹤0.01% 357,000
-152,000
-30%
-$3.42M
$8.03M﹤0.01% 85,948
-17,943
-17%
-$1.68M
$8.03M﹤0.01% 104,044
-13,021
-11%
-$1.01M
$8.02M﹤0.01% 99,893
-81
-0.1%
-$6.5K
$8M﹤0.01% 495,667
-16,179
-3%
-$261K
$7.9M﹤0.01% 68,857
-30,158
-30%
-$3.46M
$7.76M﹤0.01% 165,011
-720,202
-81%
-$33.9M
$7.72M﹤0.01% 165,098
+156,398
+1,798%
+$7.31M
$7.61M﹤0.01% 265,571
-53,519
-17%
-$1.53M
$7.53M﹤0.01% 168,780
-1,720
-1%
-$76.7K
$7.52M﹤0.01% 207,755
-57,434
-22%
-$2.08M
$7.4M﹤0.01% 204,817
-509
-0.3%
-$18.4K