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
$4.3M﹤0.01% 34,012
-10,786
-24%
-$1.36M
$4.27M﹤0.01% 86,087
+12,641
+17%
+$627K
$4.26M﹤0.01% 53,108
-354,846
-87%
-$28.4M
$4.15M﹤0.01% 13,426
+844
+7%
+$261K
$4.1M﹤0.01% 161,690
+28,147
+21%
+$713K
$4.04M﹤0.01% 14,717
-9,746
-40%
-$2.68M
$4M﹤0.01% 91,578
-12,215
-12%
-$534K
$3.99M﹤0.01% 68,920
-6,551
-9%
-$379K
$3.98M﹤0.01% 386,874
-52,121
-12%
-$536K
$3.97M﹤0.01% 34,737
-1,556
-4%
-$178K
$3.92M﹤0.01% 54,908
+50
+0.1%
+$3.57K
$3.8M﹤0.01% 167,235
+827
+0.5%
+$18.8K
$3.79M﹤0.01% 21,210
-177
-0.8%
-$31.6K
$3.76M﹤0.01% 293,123––
$3.76M﹤0.01% 82,827
+8,457
+11%
+$384K
$3.75M﹤0.01% 99,855––
$3.66M﹤0.01% 50,276
-5,078
-9%
-$370K
$3.65M﹤0.01% 29,189
-11,444
-28%
-$1.43M
$3.62M﹤0.01% 29,229
-984,858
-97%
-$122M
$3.57M﹤0.01% 250,401
-30,008
-11%
-$428K
$3.55M﹤0.01% 114,696
-9,928
-8%
-$307K
$3.53M﹤0.01% 89,453––
$3.51M﹤0.01% 19,925
+4,229
+27%
+$746K
$3.39M﹤0.01% 153,682
-18,430
-11%
-$406K
$3.3M﹤0.01% 37,940
+2,371
+7%
+$206K
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