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 | |
|---|---|---|---|---|---|---|---|
| $226K | 0% | 7,326 | New | +$226K | |||
| $225K | 0% | 751 | New | +$225K | |||
| $224K | 0% | 1,301 -691 | -35% | -$119K | |||
| $223K | 0% | 1,477 -473 | -24% | -$71.4K | |||
| $221K | 0% | 10,259 -1,533 | -13% | -$33K | |||
| $220K | 0% | 1,632 | New | +$220K | |||
| $220K | 0% | 1,732 -1,935 | -53% | -$246K | |||
| $220K | 0% | 4,550 | New | +$220K | |||
| $220K | 0% | 3,373 | New | +$220K | |||
| $219K | 0% | 1,892 +238 | +14% | +$27.5K | |||
| $218K | 0% | 821 -224 | -21% | -$59.4K | |||
| $218K | 0% | 4,297 | New | +$218K | |||
| $217K | 0% | 4,972 +500 | +11% | +$21.8K | |||
| $216K | 0% | 2,734 +71 | +3% | +$5.6K | |||
| $215K | 0% | 4,558 | New | +$215K | |||
| $214K | 0% | 4,089 | New | +$214K | |||
| $214K | 0% | 1,227 | New | +$214K | |||
| $213K | 0% | 440 +38 | +9% | +$18.4K | |||
| $213K | 0% | 1,587 | New | +$213K | |||
| $213K | 0% | 1,950 | New | +$213K | |||
| $212K | 0% | 6,484 -11,585 | -64% | -$380K | |||
| $212K | 0% | 1,240 -153 | -11% | -$26.2K | |||
| $210K | 0% | 3,471 -8,969 | -72% | -$542K | |||
| $204K | 0% | 7,988 | New | +$204K | |||
| $203K | 0% | 1,474 -1,633 | -53% | -$225K |
