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

Sector Composition

1Technology24.26%
2Financials16.92%
3Healthcare11.65%
4Industrials8.55%
5Energy7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.46B0.63%8,169,945
-916,341
-10%
-$164M
$1.44B0.63%8,708,762
+514,458
+6%
+$85.3M
$1.41B0.61%45,887,871
+1,756,605
+4%
+$54.1M
$1.37B0.59%21,173,072
-856,450
-4%
-$55.4M
$1.36B0.59%3,655,641
-424,392
-10%
-$158M
$1.35B0.58%2,715,418
+49,516
+2%
+$24.6M
$1.34B0.58%1,678,634
-3,507
-0.2%
-$2.79M
$1.3B0.56%16,174,546
+431,527
+3%
+$34.6M
$1.24B0.54%63,521,263
-2,499,925
-4%
-$49M
$1.23B0.53%8,176,067
+75,246
+0.9%
+$11.3M
$1.2B0.52%47,440,029
+36,291,913
+326%
+$920M
$1.19B0.51%6,714,729
-177,280
-3%
-$31.3M
$1.18B0.51%12,030,064
+113,287
+1%
+$11.1M
$1.17B0.51%19,589,017
+1,648,054
+9%
+$98.1M
$1.16B0.5%30,031,815
+11,195,018
+59%
+$434M
$1.13B0.49%73,369,893
+73,119,252
+29,173%
+$1.12B
$1.12B0.48%2,028,898 New
+$1.12B
$1.1B0.48%2,343,822
+188,209
+9%
+$88.3M
$1.09B0.47%38,319,380
+10,005,577
+35%
+$285M
$1.09B0.47%22,412,922
+187,788
+0.8%
+$9.12M
$1.07B0.46%17,810,429
+205,966
+1%
+$12.4M
$1.04B0.45%76,237,791
+68,389,085
+871%
+$932M
$982M0.43%3,132,987
+60,530
+2%
+$19M
$950M0.41%4,635,128
+56,183
+1%
+$11.5M
$926M0.4%14,600,500
+287,169
+2%
+$18.2M