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 | |
|---|---|---|---|---|---|---|---|
| $260K | 0% | 5,176 -71,246 | -93% | -$3.58M | |||
| $259K | 0% | 318 +20 | +7% | +$16.3K | |||
| $259K | 0% | 774 | New | +$259K | |||
| $259K | 0% | 11,249 -7,020 | -38% | -$161K | |||
| $258K | 0% | 3,312 | New | +$258K | |||
| $255K | 0% | 4,816 +96 | +2% | +$5.08K | |||
| $252K | 0% | 11,374 | New | +$252K | |||
| $249K | 0% | 2,255 | New | +$249K | |||
| $249K | 0% | 571 -150 | -21% | -$65.3K | |||
| $248K | 0% | 7,114 -1,213 | -15% | -$42.4K | |||
| $248K | 0% | 877 -10,985 | -93% | -$3.11M | |||
| $247K | 0% | 34 +3 | +10% | +$21.8K | |||
| $245K | 0% | 9,349 | New | +$245K | |||
| $242K | 0% | 3,229 -11,021 | -77% | -$827K | |||
| $240K | 0% | 1,059 +50 | +5% | +$11.3K | |||
| $239K | 0% | 3,198 -72 | -2% | -$5.38K | |||
| $235K | 0% | 4,399 -633 | -13% | -$33.8K | |||
| $233K | 0% | 8,791 | New | +$233K | |||
| $233K | 0% | 1,349 -47 | -3% | -$8.11K | |||
| $231K | 0% | 4,736 | New | +$231K | |||
| $230K | 0% | 352,949 +81,612 | +30% | +$53.1K | |||
| $229K | 0% | 1,920 +5 | +0.3% | +$596 | |||
| $229K | 0% | 1,203 -388 | -24% | -$73.8K | |||
| $229K | 0% | 3,753 | New | +$229K | |||
| $226K | 0% | 7,251 +514 | +8% | +$16K |
