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 | |
|---|---|---|---|---|---|---|---|
| $5.73M | 0% | 565,274 -7,720 | -1% | -$78.2K | |||
| $5.61M | 0% | 17,719 -262 | -1% | -$82.9K | |||
| $5.51M | 0% | 306,682 -41,942 | -12% | -$753K | |||
| $5.45M | 0% | 9,705 +4,527 | +87% | +$2.54M | |||
| $5.44M | 0% | 55,623 -472 | -0.8% | -$46.2K | |||
| $5.43M | 0% | 217,216 +28,178 | +15% | +$704K | |||
| $5.42M | 0% | 318,032 | – | – | |||
| $5.38M | 0% | 126,152 +6,485 | +5% | +$277K | |||
| $5.26M | 0% | 17,539 -4,462 | -20% | -$1.34M | |||
| $5.23M | 0% | 21,030 +2,738 | +15% | +$681K | |||
| $5.22M | 0% | 178,544 -27,333 | -13% | -$799K | |||
| $5.2M | 0% | 183,795 +42,359 | +30% | +$1.2M | |||
| $5.16M | 0% | 19,891 -2,150 | -10% | -$557K | |||
| $5.14M | 0% | 11,993 -650 | -5% | -$279K | |||
| $4.94M | 0% | 90,202 -3,207 | -3% | -$176K | |||
| $4.84M | 0% | 59,196 +16,727 | +39% | +$1.37M | |||
| $4.78M | 0% | 103,291 -1,451 | -1% | -$67.2K | |||
| $4.71M | 0% | 31,738 +46 | +0.2% | +$6.83K | |||
| $4.67M | 0% | 88,982 -15,675 | -15% | -$823K | |||
| $4.62M | 0% | 442,858 -97,837 | -18% | -$1.02M | |||
| $4.55M | 0% | 9,997 -37,786 | -79% | -$17.2M | |||
| $4.53M | 0% | 160,294 -7,523 | -4% | -$213K | |||
| $4.45M | 0% | 45,127 -9,035 | -17% | -$892K | |||
| $4.45M | 0% | 74,058 +2,183 | +3% | +$131K | |||
| $4.33M | 0% | 49,779 -6 | -0% | -$521 |
