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 | |
|---|---|---|---|---|---|---|---|
| $1.42M | 0% | 13,561 -210,206 | -94% | -$22M | |||
| $1.39M | 0% | 239,286 | – | – | |||
| $1.38M | 0% | 10,505 -1,378 | -12% | -$182K | |||
| $1.38M | 0% | 8,098 +3,505 | +76% | +$598K | |||
| $1.38M | 0% | 39,717 | – | – | |||
| $1.37M | 0% | 28,908 -6,033 | -17% | -$286K | |||
| $1.36M | 0% | 247,357 +8,279 | +3% | +$45.6K | |||
| $1.36M | 0% | 46,197 | – | – | |||
| $1.36M | 0% | 11,184 +2,703 | +32% | +$329K | |||
| $1.34M | 0% | 65,527 +17,139 | +35% | +$349K | |||
| $1.32M | 0% | 42,201 +19,133 | +83% | +$598K | |||
| $1.31M | 0% | 52,846 -655 | -1% | -$16.3K | |||
| $1.3M | 0% | 3,678 +1,249 | +51% | +$440K | |||
| $1.27M | 0% | 37,330 +10,854 | +41% | +$371K | |||
| $1.27M | 0% | 38,316 +2,296 | +6% | +$76.3K | |||
| $1.27M | 0% | 4,208 -8,626 | -67% | -$2.6M | |||
| $1.27M | 0% | 30,589 | – | – | |||
| $1.26M | 0% | 2,532 -565 | -18% | -$281K | |||
| $1.26M | 0% | 24,108 +14,358 | +147% | +$748K | |||
| $1.25M | 0% | 10,405 -3,860 | -27% | -$464K | |||
| $1.25M | 0% | 124,409 -49,523 | -28% | -$497K | |||
| $1.23M | 0% | 7,125 +1,540 | +28% | +$266K | |||
| $1.22M | 0% | 74,940 -16,937 | -18% | -$277K | |||
| $1.22M | 0% | 4,705 +306 | +7% | +$79.1K | |||
| $1.21M | 0% | 6,263 +2,514 | +67% | +$488K |
