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
$1.42M﹤0.01% 13,561
-210,206
-94%
-$22M
$1.39M﹤0.01% 239,286––
$1.38M﹤0.01% 10,505
-1,378
-12%
-$182K
$1.38M﹤0.01% 8,098
+3,505
+76%
+$598K
$1.38M﹤0.01% 39,717––
$1.37M﹤0.01% 28,908
-6,033
-17%
-$286K
$1.36M﹤0.01% 247,357
+8,279
+3%
+$45.6K
$1.36M﹤0.01% 46,197––
$1.36M﹤0.01% 11,184
+2,703
+32%
+$329K
$1.34M﹤0.01% 65,527
+17,139
+35%
+$349K
$1.32M﹤0.01% 42,201
+19,133
+83%
+$598K
$1.31M﹤0.01% 52,846
-655
-1%
-$16.3K
$1.3M﹤0.01% 3,678
+1,249
+51%
+$440K
$1.27M﹤0.01% 37,330
+10,854
+41%
+$371K
$1.27M﹤0.01% 38,316
+2,296
+6%
+$76.3K
$1.27M﹤0.01% 4,208
-8,626
-67%
-$2.6M
$1.27M﹤0.01% 30,589––
$1.26M﹤0.01% 2,532
-565
-18%
-$281K
$1.26M﹤0.01% 24,108
+14,358
+147%
+$748K
$1.25M﹤0.01% 10,405
-3,860
-27%
-$464K
$1.25M﹤0.01% 124,409
-49,523
-28%
-$497K
$1.23M﹤0.01% 7,125
+1,540
+28%
+$266K
$1.22M﹤0.01% 74,940
-16,937
-18%
-$277K
$1.22M﹤0.01% 4,705
+306
+7%
+$79.1K
$1.21M﹤0.01% 6,263
+2,514
+67%
+$488K
1 242526272844