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 | |
|---|---|---|---|---|---|---|---|
| $2.59M | 0% | 66,983 -13,743,368 | -100% | -$531M | |||
| $2.5M | 0% | 15,773 +971 | +7% | +$154K | |||
| $2.49M | 0% | 6,702 -425 | -6% | -$158K | |||
| $2.48M | 0% | 102,739 -5,229 | -5% | -$126K | |||
| $2.47M | 0% | 8,732 -132 | -1% | -$37.4K | |||
| $2.42M | 0% | 27,529 -600 | -2% | -$52.7K | |||
| $2.41M | 0% | 18,874 -743 | -4% | -$95K | |||
| $2.39M | 0% | 20,298 -7,049 | -26% | -$830K | |||
| $2.37M | 0% | 103,067 | – | – | |||
| $2.36M | 0% | 48,279 -1,926 | -4% | -$94.3K | |||
| $2.36M | 0% | 31,228 -119,084 | -79% | -$9.01M | |||
| $2.36M | 0% | 28,698 -7,807 | -21% | -$642K | |||
| $2.32M | 0% | 85,866 | – | – | |||
| $2.32M | 0% | 11,236 -1,137 | -9% | -$235K | |||
| $2.24M | 0% | 72,317 -2,664 | -4% | -$82.4K | |||
| $2.22M | 0% | 31,065 | – | – | |||
| $2.2M | 0% | 53,756 | New | +$2.2M | |||
| $2.19M | 0% | 938,410 -3,881,218 | -81% | -$9.04M | |||
| $2.18M | 0% | 275,207 +186,075 | +209% | +$1.48M | |||
| $2.16M | 0% | 16,344 -533 | -3% | -$70.4K | |||
| $2.15M | 0% | 22,006 -23,019 | -51% | -$2.25M | |||
| $2.14M | 0% | 57,247 -63,190 | -52% | -$2.36M | |||
| $2.11M | 0% | 38,360 | – | – | |||
| $2.09M | 0% | 132,503 | – | – | |||
| $2.07M | 0% | 273,002 | – | – |
