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.

This Quarter Return
-1.26%
1 Year Return
+12.13%
3 Year Return
+53.57%
5 Year Return
+176.39%
10 Year Return
+309.26%
AUM
$231B
AUM Growth
-$20.3B
Cap. Flow
-$8.35B
Cap. Flow %
-3.61%
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
$203K﹤0.01% 1,566
-652
-29%
-$84.6K
$203K﹤0.01%
+2,866
 New
+$203K
$203K﹤0.01%
+3,072
 New
+$203K
$203K﹤0.01%
+1,638
 New
+$203K
$202K﹤0.01% 2,248
-1,501
-40%
-$135K
$200K﹤0.01%
+1,026
 New
+$200K
$199K﹤0.01%
+11,029
 New
+$199K
$150K﹤0.01%
+12,968
 New
+$150K
$141K﹤0.01%
+12,527
 New
+$141K
$131K﹤0.01%
+41,216
 New
+$131K
$123K﹤0.01%
+10,540
 New
+$123K
$120K﹤0.01% 13,826
-2,896
-17%
-$25.2K
$110K﹤0.01%
+13,840
 New
+$110K
$89.9K﹤0.01%
+34,447
 New
+$89.9K
$82.5K﹤0.01%
+10,925
 New
+$82.5K
$74.2K﹤0.01% 11,267––
$51.6K﹤0.01% 55,360––
$33.9K﹤0.01%
+13,997
 New
+$33.9K
$27.6K﹤0.01%
+10,033
 New
+$27.6K
$13.3K﹤0.01%
+11,300
 New
+$13.3K
$12.4K﹤0.01% 13,462
+3,314
+33%
+$3.04K
$7.22K﹤0.01% 11,000
+1,000
+10%
+$656
$4.07K﹤0.01% 10,000
-25
-0.3%
-$10
$2.02K﹤0.01%
+10,000
 New
+$2.02K
––
-702,651
 Closed
-$26.5M
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