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
$888K﹤0.01% 102,377––
$883K﹤0.01%
+39,999
 New
+$883K
$879K﹤0.01% 566,941
-3,000
-0.5%
-$4.65K
$872K﹤0.01% 9,631
+3,040
+46%
+$275K
$869K﹤0.01% 6,214
+1,869
+43%
+$261K
$864K﹤0.01% 7,085
+1,768
+33%
+$216K
$860K﹤0.01% 16,710
+8,422
+102%
+$434K
$859K﹤0.01% 5,026
+3,079
+158%
+$526K
$859K﹤0.01%
+30,801
 New
+$859K
$857K﹤0.01% 71,974
+8,374
+13%
+$99.7K
$846K﹤0.01%
+38,353
 New
+$846K
$842K﹤0.01% 37,164
+96
+0.3%
+$2.17K
$836K﹤0.01% 12,807
-410
-3%
-$26.8K
$833K﹤0.01% 2,885
-166
-5%
-$47.9K
$816K﹤0.01% 9,754
-2
-0%
-$167
$814K﹤0.01% 12,760
-5,145
-29%
-$328K
$810K﹤0.01% 7,246
-986
-12%
-$110K
$802K﹤0.01% 2,438
+199
+9%
+$65.5K
$799K﹤0.01% 81,949
+4,286
+6%
+$41.8K
$793K﹤0.01% 3,327
-3,767
-53%
-$898K
$786K﹤0.01% 10,263
+5,843
+132%
+$447K
$785K﹤0.01%
+14,003
 New
+$785K
$779K﹤0.01% 6,950
-3,656
-34%
-$410K
$775K﹤0.01% 52,145
+10,811
+26%
+$161K
$774K﹤0.01% 43,182––
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