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 | |
|---|---|---|---|---|---|---|---|
| $2.06M | 0% | 32,287 -17,301 | -35% | -$1.1M | |||
| $2.06M | 0% | 10,662 -23,381 | -69% | -$4.51M | |||
| $2.05M | 0% | 28,579 -1,210 | -4% | -$86.9K | |||
| $2.05M | 0% | 49,535 +2,926 | +6% | +$121K | |||
| $2.03M | 0% | 13,227 +389 | +3% | +$59.6K | |||
| $1.99M | 0% | 82,168 -4,679 | -5% | -$113K | |||
| $1.97M | 0% | 27,678 -1,342 | -5% | -$95.7K | |||
| $1.96M | 0% | 7,915 +63 | +0.8% | +$15.6K | |||
| $1.95M | 0% | 19,642 +5,716 | +41% | +$567K | |||
| $1.93M | 0% | 16,113 -806 | -5% | -$96.7K | |||
| $1.92M | 0% | 65,782 -3,277 | -5% | -$95.8K | |||
| $1.83M | 0% | 23,663 -3,729 | -14% | -$289K | |||
| $1.83M | 0% | 30,709 | – | – | |||
| $1.82M | 0% | 65,195 +23,058 | +55% | +$645K | |||
| $1.82M | 0% | 16,297 +283 | +2% | +$31.6K | |||
| $1.81M | 0% | 9,598 -1,988 | -17% | -$374K | |||
| $1.8M | 0% | 84,881 +19,089 | +29% | +$405K | |||
| $1.8M | 0% | 108,023 | – | – | |||
| $1.78M | 0% | 47,557 -2,554 | -5% | -$95.8K | |||
| $1.75M | 0% | 9,731 -203,126 | -95% | -$36.5M | |||
| $1.75M | 0% | 51,703 | – | – | |||
| $1.75M | 0% | 11,892 -385 | -3% | -$56.5K | |||
| $1.73M | 0% | 18,807 +7,859 | +72% | +$723K | |||
| $1.71M | 0% | 6,281 +2,913 | +86% | +$794K | |||
| $1.69M | 0% | 7,302 -442 | -6% | -$102K |
