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 | |
|---|---|---|---|---|---|---|---|
| $457K | 0% | 2,059 -842 | -29% | -$187K | |||
| $455K | 0% | 9,929 +587 | +6% | +$26.9K | |||
| $453K | 0% | 20,591 | New | +$453K | |||
| $452K | 0% | 11,361 -1,157 | -9% | -$46.1K | |||
| $452K | 0% | 11,465 +1,336 | +13% | +$52.6K | |||
| $452K | 0% | 4,044 +425 | +12% | +$47.5K | |||
| $452K | 0% | 2,234 +785 | +54% | +$159K | |||
| $451K | 0% | 11,722 +5,589 | +91% | +$215K | |||
| $449K | 0% | 7,520 +2,989 | +66% | +$179K | |||
| $448K | 0% | 1,848 | New | +$448K | |||
| $448K | 0% | 8,775 -12,784 | -59% | -$653K | |||
| $445K | 0% | 8,132 +4,182 | +106% | +$229K | |||
| $445K | 0% | 2,204 -423 | -16% | -$85.3K | |||
| $444K | 0% | 3,633 -664 | -15% | -$81.2K | |||
| $441K | 0% | 5,492 -13,686 | -71% | -$1.1M | |||
| $440K | 0% | 12,856 +77 | +0.6% | +$2.63K | |||
| $435K | 0% | 8,009 +33 | +0.4% | +$1.79K | |||
| $435K | 0% | 39,619 | New | +$435K | |||
| $432K | 0% | 2,533 +311 | +14% | +$53.1K | |||
| $427K | 0% | 1,602 +72 | +5% | +$19.2K | |||
| $426K | 0% | 1,828 -205 | -10% | -$47.7K | |||
| $421K | 0% | 2,638 -980 | -27% | -$157K | |||
| $419K | 0% | 4,348 +1,045 | +32% | +$101K | |||
| $417K | 0% | 30,141 -6,810 | -18% | -$94.3K | |||
| $417K | 0% | 6,753 -1,591 | -19% | -$98.3K |
