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
-15,001
Closed
-$329K
-36,987
Closed
-$871K
-131,611
Closed
-$2M
-7,430
Closed
-$209K
-1,420
Closed
-$262K
-14,014
Closed
-$295K
-15,314
Closed
-$434K
-17,911
Closed
-$496K
-6,541
Closed
-$397K
-7,949
Closed
-$656K
-119,292
Closed
-$14.8M
-8,349
Closed
-$220K
-6,691
Closed
-$257K
-6,308
Closed
-$305K
-5,849
Closed
-$320K
-12,595
Closed
-$566K
-3,713
Closed
-$326K
-5,707
Closed
-$240K
-2,214
Closed
-$355K
-1,405
Closed
-$259K
-2,670
Closed
-$259K
-13,800
Closed
-$355K
-225,469
Closed
-$8.11M
-7,300,362
Closed
-$47.4M
-913
Closed
-$256K