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
$1.04M﹤0.01% 47,198––
$1.04M﹤0.01% 17,137
-11,786
-41%
-$714K
$1.02M﹤0.01% 15,069
-8,228
-35%
-$557K
$1.01M﹤0.01% 117,640––
$996K﹤0.01% 111,636
+4
+0%
+$36
$982K﹤0.01% 11,635
+3,079
+36%
+$260K
$976K﹤0.01% 125,577––
$973K﹤0.01% 44,248––
$967K﹤0.01% 28,123
-911,364
-97%
-$31.4M
$962K﹤0.01% 17,188
+2,373
+16%
+$133K
$960K﹤0.01% 13,573
-393
-3%
-$27.8K
$958K﹤0.01% 14,596
+1,449
+11%
+$95.1K
$943K﹤0.01%
+74,913
 New
+$943K
$943K﹤0.01% 183,084––
$926K﹤0.01% 23,208
-61,183
-73%
-$2.44M
$920K﹤0.01%
+31,077
 New
+$920K
$911K﹤0.01%
+27,609
 New
+$911K
$910K﹤0.01% 45,796
+3,042
+7%
+$60.4K
$908K﹤0.01% 36,270
+5,913
+19%
+$148K
$904K﹤0.01% 47,309
-75
-0.2%
-$1.43K
$900K﹤0.01% 17,870
-6,719
-27%
-$339K
$898K﹤0.01% 24,658
+4,616
+23%
+$168K
$897K﹤0.01% 16,625
+8,863
+114%
+$478K
$895K﹤0.01% 19,770
-5,249
-21%
-$238K
$889K﹤0.01% 6,039
-20,388
-77%
-$3M
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