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.

AUM
$231B
AUM Growth
-$20.3B
Cap. Flow
-$8.1B
Cap. Flow %
-3.51%
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
$1.2M0%43,240 New
+$1.2M
$1.17M0%10,781
-2,584
-19%
-$282K
$1.17M0%3,836
+1,557
+68%
+$476K
$1.17M0%3,749
-1,206
-24%
-$376K
$1.17M0%86,338 ––
$1.16M0%72,880
-2,442,696
-97%
-$38.8M
$1.15M0%404,981
-168,003
-29%
-$477K
$1.15M0%17,451
+9,520
+120%
+$626K
$1.14M0%17,298
-6,091
-26%
-$402K
$1.13M0%22,062
-6,892
-24%
-$352K
$1.13M0%295,589
+126,967
+75%
+$484K
$1.11M0%18,990
+1,082
+6%
+$63.1K
$1.1M0%64,306 ––
$1.09M0%58,878 ––
$1.09M0%20,898
+15,152
+264%
+$794K
$1.09M0%10,381
+2,792
+37%
+$292K
$1.08M0%151,626 ––
$1.08M0%137,638 New
+$1.08M
$1.08M0%3,535
+298
+9%
+$91K
$1.07M0%67,028 New
+$1.07M
$1.07M0%8,224
+1,496
+22%
+$194K
$1.06M0%9,490
+1,799
+23%
+$200K
$1.05M0%31,791 New
+$1.05M
$1.05M0%16,899
-2,224
-12%
-$138K
$1.04M0%20,156 New
+$1.04M
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