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 | |
|---|---|---|---|---|---|---|---|
| $370K | 0% | 9,872 | – | – | |||
| $370K | 0% | 16,828 | New | +$370K | |||
| $369K | 0% | 10,211 | New | +$369K | |||
| $366K | 0% | 4,206 -115 | -3% | -$10K | |||
| $364K | 0% | 3,388 -804 | -19% | -$86.4K | |||
| $362K | 0% | 4,256 +57 | +1% | +$4.85K | |||
| $361K | 0% | 3,891 -4,623 | -54% | -$429K | |||
| $361K | 0% | 3,019 +882 | +41% | +$105K | |||
| $360K | 0% | 22,262 +1 | +0% | +$16 | |||
| $360K | 0% | 251 -122 | -33% | -$175K | |||
| $359K | 0% | 6,135 | New | +$359K | |||
| $358K | 0% | 6,069 | New | +$358K | |||
| $356K | 0% | 8,644 | New | +$356K | |||
| $354K | 0% | 30,913 | New | +$354K | |||
| $350K | 0% | 5,016 | New | +$350K | |||
| $348K | 0% | 2,848 +665 | +30% | +$81.1K | |||
| $347K | 0% | 11,684 | New | +$347K | |||
| $347K | 0% | 2,093 +685 | +49% | +$113K | |||
| $345K | 0% | 4,767 +94 | +2% | +$6.8K | |||
| $342K | 0% | 14,596 -2,612 | -15% | -$61.2K | |||
| $342K | 0% | 12,855 | New | +$342K | |||
| $340K | 0% | 1,221 +130 | +12% | +$36.2K | |||
| $336K | 0% | 7,060 | New | +$336K | |||
| $334K | 0% | 6,849 -17,969 | -72% | -$877K | |||
| $334K | 0% | 1,937 | New | +$334K |
