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

Sector Composition

1Technology24.26%
2Financials16.92%
3Healthcare11.65%
4Industrials8.55%
5Energy7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-4,948
Closed
-$665K
-755
Closed
-$215K
-10,920
Closed
-$165K
-4,388
Closed
-$211K
-597
Closed
-$215K
-3,008
Closed
-$371K
-20,014
Closed
-$1.65M
-4,536
Closed
-$266K
-57,789
Closed
-$1.19M
-7,624
Closed
-$589K
-8,817
Closed
-$220K
-1,500
Closed
-$200K
-287,070
Closed
-$7.81M
-3,809
Closed
-$242K
-3,843
Closed
-$221K
-5,245
Closed
-$403K
-12,800
Closed
-$51.2K
-41,273
Closed
-$884K
-196,406
Closed
-$5.9M
-1,423
Closed
-$203K
-5,945
Closed
-$685K
-186,489
Closed
-$11.5M
-19,511
Closed
-$650K
-4,006
Closed
-$204K
-5,145
Closed
-$231K