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
$417K0%6,961 New
+$417K
$416K0%4,158
+135
+3%
+$13.5K
$413K0%7,232
+1,249
+21%
+$71.4K
$410K0%2,200
+1,099
+100%
+$205K
$408K0%4,355
-4,036
-48%
-$378K
$406K0%14,054
+297
+2%
+$8.58K
$402K0%3,532 New
+$402K
$401K0%1,518
+113
+8%
+$29.9K
$401K0%5,169 New
+$401K
$401K0%5,024
+389
+8%
+$31.1K
$400K0%1,146
-6,571
-85%
-$2.3M
$397K0%2,348 New
+$397K
$397K0%3,939 New
+$397K
$396K0%3,875 New
+$396K
$394K0%7,004
+1,136
+19%
+$63.9K
$394K0%2,094
-2,085
-50%
-$392K
$393K0%1,333
+183
+16%
+$54K
$389K0%4,844
+111
+2%
+$8.91K
$388K0%40,538
+25,524
+170%
+$245K
$384K0%277
+22
+9%
+$30.5K
$383K0%2,007
-2,130
-51%
-$406K
$380K0%6,122
+312
+5%
+$19.4K
$378K0%13,302 New
+$378K
$372K0%2,049
+47
+2%
+$8.53K
$371K0%9,007
+576
+7%
+$23.7K
1 323334353644