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
$770K0%13,067
+2,803
+27%
+$165K
$767K0%2,502
-9,787
-80%
-$3M
$766K0%6,204
+47
+0.8%
+$5.8K
$765K0%21,917 ––
$756K0%3,791
-176
-4%
-$35.1K
$748K0%12,854
-5,263
-29%
-$306K
$741K0%6,670
+1,525
+30%
+$169K
$741K0%10,914
+606
+6%
+$41.1K
$707K0%13,493
+3,620
+37%
+$190K
$702K0%3,996
+259
+7%
+$45.5K
$702K0%18,453
-1,434
-7%
-$54.6K
$699K0%4,422 New
+$699K
$687K0%9,751 New
+$687K
$686K0%61,029 New
+$686K
$681K0%23,880
+964
+4%
+$27.5K
$677K0%1,005
+82
+9%
+$55.2K
$674K0%9,270
+4,996
+117%
+$363K
$671K0%12,949
-4,786
-27%
-$248K
$670K0%9,642
+1,593
+20%
+$111K
$665K0%7,003
-396
-5%
-$37.6K
$665K0%9,728
-146
-1%
-$9.98K
$664K0%110,908 ––
$654K0%3,773
+208
+6%
+$36K
$645K0%6,262
+2,945
+89%
+$303K
$631K0%5,778
+1,210
+26%
+$132K
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