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.

AUM
$231B
AUM Growth
-$20.3B
Cap. Flow
-$8.1B
Cap. Flow %
-3.51%
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

1Technology24.26%
2Financials16.92%
3Healthcare11.65%
4Industrials8.55%
5Energy7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.36M0%159,900
-4,801,652
-97%
-$221M
$7.24M0%537,024
+18,997
+4%
+$256K
$7.2M0%424,998
+18,030
+4%
+$305K
$7.18M0%46,576
-94,688
-67%
-$14.6M
$7.07M0%11,483
+3,499
+44%
+$2.15M
$6.93M0%47,484
+30,763
+184%
+$4.49M
$6.88M0%62,458
+7,691
+14%
+$847K
$6.71M0%124,432 ––
$6.65M0%44,752
-14,685
-25%
-$2.18M
$6.56M0%29,321
+579
+2%
+$130K
$6.56M0%62,019
+4,771
+8%
+$505K
$6.53M0%79,082
+73,463
+1,307%
+$6.07M
$6.39M0%68,181
-4,447
-6%
-$417K
$6.36M0%11,362
+334
+3%
+$187K
$6.31M0%160,499
+16,242
+11%
+$639K
$6.31M0%93,160
+11,599
+14%
+$786K
$6.16M0%483,253
+340,314
+238%
+$4.34M
$6.15M0%311,654 New
+$6.15M
$6.08M0%82,765
+9,311
+13%
+$684K
$5.96M0%70,509
-31,011
-31%
-$2.62M
$5.9M0%355,021
+27,516
+8%
+$457K
$5.86M0%498,310
+248
+0.1%
+$2.92K
$5.83M0%518,293 New
+$5.83M
$5.8M0%40,783
-25,558
-39%
-$3.63M
$5.73M0%18,589
+2,250
+14%
+$694K
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