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
$2.06M﹤0.01% 32,287
-17,301
-35%
-$1.1M
$2.06M﹤0.01% 10,662
-23,381
-69%
-$4.51M
$2.05M﹤0.01% 28,579
-1,210
-4%
-$86.9K
$2.05M﹤0.01% 49,535
+2,926
+6%
+$121K
$2.03M﹤0.01% 13,227
+389
+3%
+$59.6K
$1.99M﹤0.01% 82,168
-4,679
-5%
-$113K
$1.97M﹤0.01% 27,678
-1,342
-5%
-$95.7K
$1.96M﹤0.01% 7,915
+63
+0.8%
+$15.6K
$1.95M﹤0.01% 19,642
+5,716
+41%
+$567K
$1.93M﹤0.01% 16,113
-806
-5%
-$96.7K
$1.92M﹤0.01% 65,782
-3,277
-5%
-$95.8K
$1.83M﹤0.01% 23,663
-3,729
-14%
-$289K
$1.83M﹤0.01% 30,709––
$1.82M﹤0.01% 65,195
+23,058
+55%
+$645K
$1.82M﹤0.01% 16,297
+283
+2%
+$31.6K
$1.81M﹤0.01% 9,598
-1,988
-17%
-$374K
$1.8M﹤0.01% 84,881
+19,089
+29%
+$405K
$1.8M﹤0.01% 108,023––
$1.78M﹤0.01% 47,557
-2,554
-5%
-$95.8K
$1.75M﹤0.01% 9,731
-203,126
-95%
-$36.5M
$1.75M﹤0.01% 51,703––
$1.75M﹤0.01% 11,892
-385
-3%
-$56.5K
$1.73M﹤0.01% 18,807
+7,859
+72%
+$723K
$1.71M﹤0.01% 6,281
+2,913
+86%
+$794K
$1.69M﹤0.01% 7,302
-442
-6%
-$102K
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