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
$1.69M﹤0.01%
+229,319
 New
+$1.69M
$1.68M﹤0.01% 20,536
+6,023
+42%
+$492K
$1.67M﹤0.01% 75,175––
$1.67M﹤0.01% 45,278
+449
+1%
+$16.6K
$1.67M﹤0.01% 47,868
+22,175
+86%
+$774K
$1.66M﹤0.01% 65,696
-1,764,164
-96%
-$44.7M
$1.62M﹤0.01% 111,479
-141,179
-56%
-$2.05M
$1.6M﹤0.01% 2
+1
+100%
+$798K
$1.6M﹤0.01% 22,500
-2,600
-10%
-$184K
$1.59M﹤0.01% 45,314
-2,772
-6%
-$97.3K
$1.58M﹤0.01% 57,984
-12,582
-18%
-$343K
$1.57M﹤0.01% 45,900––
$1.56M﹤0.01% 52,743––
$1.56M﹤0.01%
+7,052
 New
+$1.56M
$1.56M﹤0.01% 167,495
+75,144
+81%
+$698K
$1.55M﹤0.01% 53,630––
$1.55M﹤0.01%
+39,415
 New
+$1.55M
$1.53M﹤0.01% 41,152––
$1.52M﹤0.01% 18,448
+10,044
+120%
+$827K
$1.48M﹤0.01% 4,816
+246
+5%
+$75.5K
$1.46M﹤0.01% 22,852
-607,029
-96%
-$38.7M
$1.45M﹤0.01% 77,913
+18,910
+32%
+$352K
$1.44M﹤0.01% 19,931
-473,794
-96%
-$34.3M
$1.44M﹤0.01% 5,928
-2,296
-28%
-$556K
$1.42M﹤0.01% 14,614
-3,309
-18%
-$322K
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