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
$2.59M﹤0.01% 66,983
-13,743,368
-100%
-$531M
$2.5M﹤0.01% 15,773
+971
+7%
+$154K
$2.49M﹤0.01% 6,702
-425
-6%
-$158K
$2.48M﹤0.01% 102,739
-5,229
-5%
-$126K
$2.47M﹤0.01% 8,732
-132
-1%
-$37.4K
$2.42M﹤0.01% 27,529
-600
-2%
-$52.7K
$2.41M﹤0.01% 18,874
-743
-4%
-$95K
$2.39M﹤0.01% 20,298
-7,049
-26%
-$830K
$2.37M﹤0.01% 103,067––
$2.36M﹤0.01% 48,279
-1,926
-4%
-$94.3K
$2.36M﹤0.01% 31,228
-119,084
-79%
-$9.01M
$2.36M﹤0.01% 28,698
-7,807
-21%
-$642K
$2.32M﹤0.01% 85,866––
$2.32M﹤0.01% 11,236
-1,137
-9%
-$235K
$2.24M﹤0.01% 72,317
-2,664
-4%
-$82.4K
$2.22M﹤0.01% 31,065––
$2.2M﹤0.01%
+53,756
 New
+$2.2M
$2.19M﹤0.01% 938,410
-3,881,218
-81%
-$9.04M
$2.18M﹤0.01% 275,207
+186,075
+209%
+$1.48M
$2.16M﹤0.01% 16,344
-533
-3%
-$70.4K
$2.15M﹤0.01% 22,006
-23,019
-51%
-$2.25M
$2.14M﹤0.01% 57,247
-63,190
-52%
-$2.36M
$2.11M﹤0.01% 38,360––
$2.09M﹤0.01% 132,503––
$2.07M﹤0.01% 273,002––
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