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 -2,861 | Closed | – | |||
| $0 | 0% | 0 -9,190 | Closed | – | |||
| $0 | 0% | 0 -40,500 | Closed | – | |||
| $0 | 0% | 0 -2,590 | Closed | – | |||
| $0 | 0% | 0 -3,755 | Closed | – | |||
| $0 | 0% | 0 -7,176 | Closed | – | |||
| $0 | 0% | 0 -1,230 | Closed | – | |||
| $0 | 0% | 0 -12,227 | Closed | – | |||
| $0 | 0% | 0 -16,382 | Closed | – | |||
| $0 | 0% | 0 -32,864 | Closed | – | |||
| $0 | 0% | 0 -974,481 | Closed | – |
