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 | |
|---|---|---|---|---|---|---|---|
| $333K | 0% | 7,477 -837 | -10% | -$37.3K | |||
| $333K | 0% | 55,722 +20,507 | +58% | +$122K | |||
| $332K | 0% | 62,227 | New | +$332K | |||
| $331K | 0% | 4,106 +482 | +13% | +$38.9K | |||
| $331K | 0% | 3,244 -103 | -3% | -$10.5K | |||
| $329K | 0% | 27,998 | New | +$329K | |||
| $327K | 0% | 1,631 -586 | -26% | -$118K | |||
| $327K | 0% | 1,288 -131 | -9% | -$33.2K | |||
| $325K | 0% | 5,605 | New | +$325K | |||
| $324K | 0% | 936 +64 | +7% | +$22.1K | |||
| $323K | 0% | 2,732 | New | +$323K | |||
| $317K | 0% | 5,218 -9,256 | -64% | -$562K | |||
| $307K | 0% | 2,403 -141 | -6% | -$18K | |||
| $307K | 0% | 4,973 | New | +$307K | |||
| $307K | 0% | 224,077 +69,130 | +45% | +$94.7K | |||
| $305K | 0% | 1,249 +77 | +7% | +$18.8K | |||
| $303K | 0% | 2,189 -473 | -18% | -$65.4K | |||
| $301K | 0% | 12,112 | New | +$301K | |||
| $301K | 0% | 1,375 -330 | -19% | -$72.2K | |||
| $299K | 0% | 8,748 | New | +$299K | |||
| $294K | 0% | 1,461 -323 | -18% | -$65.1K | |||
| $294K | 0% | 12,211 | New | +$294K | |||
| $291K | 0% | 2,260 -1,384 | -38% | -$179K | |||
| $291K | 0% | 76 +6 | +9% | +$23K | |||
| $291K | 0% | 3,003 -167 | -5% | -$16.2K |
