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 (-8%)
Cap. Flow
-$8.1B
Cap. Flow % of AUM
-3.51%
Top 10 Holdings %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
| 1 | Technology | 24.26% |
| 2 | Financials | 16.92% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 8.55% |
| 5 | Energy | 7.12% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $525K | 0% | 7,031 | New | +$525K | |||
| $524K | 0% | 6,000 -12 | -0.2% | -$1.05K | |||
| $524K | 0% | 2,598 +554 | +27% | +$112K | |||
| $518K | 0% | 34,494 | – | – | |||
| $518K | 0% | 1,590 -484 | -23% | -$158K | |||
| $517K | 0% | 4,570 -678 | -13% | -$76.7K | |||
| $517K | 0% | 280 -32 | -10% | -$59.1K | |||
| $514K | 0% | 140,705 +10 | +0% | +$36 | |||
| $509K | 0% | 2,478 -110 | -4% | -$22.6K | |||
| $509K | 0% | 9,953 -1,744 | -15% | -$89.2K | |||
| $506K | 0% | 8,627 +5,177 | +150% | +$304K | |||
| $506K | 0% | 6,037 +330 | +6% | +$27.7K | |||
| $496K | 0% | 3,214 -418 | -12% | -$64.5K | |||
| $495K | 0% | 940 +55 | +6% | +$28.9K | |||
| $494K | 0% | 373 +30 | +9% | +$39.8K | |||
| $489K | 0% | 20,728 +7,697 | +59% | +$182K | |||
| $482K | 0% | 10,888 +5,266 | +94% | +$233K | |||
| $480K | 0% | 23,651 | New | +$480K | |||
| $477K | 0% | 2,060 +732 | +55% | +$169K | |||
| $475K | 0% | 1,131 +347 | +44% | +$146K | |||
| $471K | 0% | 2,861 +12 | +0.4% | +$1.98K | |||
| $466K | 0% | 2,266 -32,649 | -94% | -$6.71M | |||
| $458K | 0% | 4,940 +1,589 | +47% | +$147K | |||
| $458K | 0% | 7,278 +381 | +6% | +$24K | |||
| $457K | 0% | 9,267 | New | +$457K |
