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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,948 | Closed | – | |||
| $0 | 0% | 0 -755 | Closed | – | |||
| $0 | 0% | 0 -10,920 | Closed | – | |||
| $0 | 0% | 0 -4,388 | Closed | – | |||
| $0 | 0% | 0 -597 | Closed | – | |||
| $0 | 0% | 0 -3,008 | Closed | – | |||
| $0 | 0% | 0 -20,014 | Closed | – | |||
| $0 | 0% | 0 -4,536 | Closed | – | |||
| $0 | 0% | 0 -57,789 | Closed | – | |||
| $0 | 0% | 0 -7,624 | Closed | – | |||
| $0 | 0% | 0 -8,817 | Closed | – | |||
| $0 | 0% | 0 -1,500 | Closed | – | |||
| $0 | 0% | 0 -287,070 | Closed | – | |||
| $0 | 0% | 0 -3,809 | Closed | – | |||
| $0 | 0% | 0 -3,843 | Closed | – | |||
| $0 | 0% | 0 -5,245 | Closed | – | |||
| $0 | 0% | 0 -12,800 | Closed | – | |||
| $0 | 0% | 0 -41,273 | Closed | – | |||
| $0 | 0% | 0 -196,406 | Closed | – | |||
| $0 | 0% | 0 -1,423 | Closed | – | |||
| $0 | 0% | 0 -5,945 | Closed | – | |||
| $0 | 0% | 0 -186,489 | Closed | – | |||
| $0 | 0% | 0 -19,511 | Closed | – | |||
| $0 | 0% | 0 -4,006 | Closed | – | |||
| $0 | 0% | 0 -5,145 | Closed | – |
