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
-4,848
Closed
-$205K
-8,411
Closed
-$357K
-2,015
Closed
-$373K
-1,520
Closed
-$226K
-11,870
Closed
-$14.6K
-8,557
Closed
-$633K
-5,019
Closed
-$215K
-348,656
Closed
-$17.1M
-2,222
Closed
-$550K
-11,369
Closed
-$243K
-10,930
Closed
-$357K
-8,173
Closed
-$205K
-2,493
Closed
-$240K
-249,830
Closed
-$18.2M
-7,324
Closed
-$678K
-2,085
Closed
-$264K
-11,637
Closed
-$312K
-7,091
Closed
-$1.24M
-388,169
Closed
-$18.1M
-4,389
Closed
-$223K
-5,981
Closed
-$286K
-3,122
Closed
-$904K
-446,017
Closed
-$28.1M
-55,432
Closed
-$101K
-7,447
Closed
-$301K