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.

AUM
$231B
AUM Growth
-$20.3B
Cap. Flow
-$8.1B
Cap. Flow %
-3.51%
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
$417M0.18%8,211,992
+3,129,936
+62%
+$159M
$398M0.17%3,631,848
+1,595,914
+78%
+$175M
$395M0.17%33,175,542 New
+$395M
$379M0.16%1,743,656
+659
+0%
+$143K
$362M0.16%6,101,947
-370,029
-6%
-$22M
$362M0.16%2,764,195
+869,333
+46%
+$114M
$355M0.15%3,264,251
-239,981
-7%
-$26.1M
$344M0.15%4,898,727
+2,043,798
+72%
+$143M
$317M0.14%2,182,288
+391,895
+22%
+$57M
$306M0.13%55,668,875
+5,045,671
+10%
+$27.8M
$302M0.13%538,262
+786
+0.2%
+$441K
$287M0.12%472,812
+27,179
+6%
+$16.5M
$287M0.12%1,837,060
-671,485
-27%
-$105M
$277M0.12%1,578,407
-31,802
-2%
-$5.59M
$275M0.12%10,127,826
-11,090
-0.1%
-$301K
$244M0.11%2,607,606
-335,874
-11%
-$31.4M
$233M0.1%5,517,287
+631,471
+13%
+$26.7M
$233M0.1%982,483
+8,219
+0.8%
+$1.95M
$223M0.1%2,950,261
-1,844,889
-38%
-$140M
$223M0.1%1,452,929
-198,564
-12%
-$30.5M
$222M0.1%3,142,949
-83,745
-3%
-$5.91M
$220M0.1%3,427,589
+610,852
+22%
+$39.1M
$217M0.09%5,594,862
+1,860,290
+50%
+$72M
$215M0.09%3,242,792
-668,463
-17%
-$44.4M
$215M0.09%14,969,355
-918,629
-6%
-$13.2M