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
$770K﹤0.01% 13,067
+2,803
+27%
+$165K
$767K﹤0.01% 2,502
-9,787
-80%
-$3M
$766K﹤0.01% 6,204
+47
+0.8%
+$5.8K
$765K﹤0.01% 21,917––
$756K﹤0.01% 3,791
-176
-4%
-$35.1K
$748K﹤0.01% 12,854
-5,263
-29%
-$306K
$741K﹤0.01% 6,670
+1,525
+30%
+$169K
$741K﹤0.01% 10,914
+606
+6%
+$41.1K
$707K﹤0.01% 13,493
+3,620
+37%
+$190K
$702K﹤0.01% 3,996
+259
+7%
+$45.5K
$702K﹤0.01% 18,453
-1,434
-7%
-$54.6K
$699K﹤0.01%
+4,422
 New
+$699K
$687K﹤0.01%
+9,751
 New
+$687K
$686K﹤0.01%
+61,029
 New
+$686K
$681K﹤0.01% 23,880
+964
+4%
+$27.5K
$677K﹤0.01% 1,005
+82
+9%
+$55.2K
$674K﹤0.01% 9,270
+4,996
+117%
+$363K
$671K﹤0.01% 12,949
-4,786
-27%
-$248K
$670K﹤0.01% 9,642
+1,593
+20%
+$111K
$665K﹤0.01% 7,003
-396
-5%
-$37.6K
$665K﹤0.01% 9,728
-146
-1%
-$9.98K
$664K﹤0.01% 110,908––
$654K﹤0.01% 3,773
+208
+6%
+$36K
$645K﹤0.01% 6,262
+2,945
+89%
+$303K
$631K﹤0.01% 5,778
+1,210
+26%
+$132K
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