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

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
$7.36M﹤0.01% 159,900
-4,801,652
-97%
-$221M
$7.24M﹤0.01% 537,024
+18,997
+4%
+$256K
$7.2M﹤0.01% 424,998
+18,030
+4%
+$305K
$7.18M﹤0.01% 46,576
-94,688
-67%
-$14.6M
$7.07M﹤0.01% 11,483
+3,499
+44%
+$2.15M
$6.93M﹤0.01% 47,484
+30,763
+184%
+$4.49M
$6.88M﹤0.01% 62,458
+7,691
+14%
+$847K
$6.71M﹤0.01% 124,432––
$6.65M﹤0.01% 44,752
-14,685
-25%
-$2.18M
$6.56M﹤0.01% 29,321
+579
+2%
+$130K
$6.56M﹤0.01% 62,019
+4,771
+8%
+$505K
$6.53M﹤0.01% 79,082
+73,463
+1,307%
+$6.07M
$6.39M﹤0.01% 68,181
-4,447
-6%
-$417K
$6.36M﹤0.01% 11,362
+334
+3%
+$187K
$6.31M﹤0.01% 160,499
+16,242
+11%
+$639K
$6.31M﹤0.01% 93,160
+11,599
+14%
+$786K
$6.16M﹤0.01% 483,253
+340,314
+238%
+$4.34M
$6.15M﹤0.01%
+311,654
 New
+$6.15M
$6.08M﹤0.01% 82,765
+9,311
+13%
+$684K
$5.96M﹤0.01% 70,509
-31,011
-31%
-$2.62M
$5.9M﹤0.01% 355,021
+27,516
+8%
+$457K
$5.86M﹤0.01% 498,310
+248
+0.1%
+$2.92K
$5.83M﹤0.01%
+518,293
 New
+$5.83M
$5.8M﹤0.01% 40,783
-25,558
-39%
-$3.63M
$5.73M﹤0.01% 18,589
+2,250
+14%
+$694K
1 171819202144