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
$1.04M0%47,198 ––
$1.04M0%17,137
-11,786
-41%
-$714K
$1.02M0%15,069
-8,228
-35%
-$557K
$1.01M0%117,640 ––
$996K0%111,636
+4
+0%
+$36
$982K0%11,635
+3,079
+36%
+$260K
$976K0%125,577 ––
$973K0%44,248 ––
$967K0%28,123
-911,364
-97%
-$31.4M
$962K0%17,188
+2,373
+16%
+$133K
$960K0%13,573
-393
-3%
-$27.8K
$958K0%14,596
+1,449
+11%
+$95.1K
$943K0%74,913 New
+$943K
$943K0%183,084 ––
$926K0%23,208
-61,183
-73%
-$2.44M
$920K0%31,077 New
+$920K
$911K0%27,609 New
+$911K
$910K0%45,796
+3,042
+7%
+$60.4K
$908K0%36,270
+5,913
+19%
+$148K
$904K0%47,309
-75
-0.2%
-$1.43K
$900K0%17,870
-6,719
-27%
-$339K
$898K0%24,658
+4,616
+23%
+$168K
$897K0%16,625
+8,863
+114%
+$478K
$895K0%19,770
-5,249
-21%
-$238K
$889K0%6,039
-20,388
-77%
-$3M
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