Ken Fisher Portfolio 2023
Ken Fisher
Fisher Asset Management LLC Holdings Strategy: Macro Investor, Value InvestorKen Fisher is an American investor and financial advisor. He founded Fisher Investments in 1979. In 2020, his personal wealth was estimated to be $6.3 billion. He has written multiple books on investing strategies that have been bestsellers in the New York Times. Ken Fisher's portfolio showcases a strong emphasis on technology and ecommerce, with his top investments centered around leading companies in these sectors. The largest portion of his investment goes into Microsoft Corporation, which holds 4.9% of the total portfolio, reflecting confidence in its continued dominance in software and cloud computing services. Following closely is Apple Inc, representing 4.5% of his holdings, underscoring belief in the tech giant’s innovation and consumer electronics prowess. Amazon.com Inc, with a 3.5% share, highlights Fisher's investment in ecommerce and cloud infrastructure, suggesting optimism about online retail and digital services growth. NVIDIA Corp comes next at 3.4%, indicating an expectation for significant advancements in graphics processing units (GPUs) and artificial intelligence (AI) technologies. Finally, Alphabet Inc - Ordinary Shares - Class A, encompassing 2.9% of Fisher's portfolio, demonstrates trust in the enduring value of internet services and digital advertising. Overall, Ken Fisher's selection underlines a strategic focus on technology-driven stocks, aiming to capitalize on trends in digital transformation and innovation.
Track Fisher, It's Free!Performance
1 Year
+27.31%
3 Years
+20.18%
5 Years
+25.89%
10 years
+58.29%
Sectors
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Largest Holdings
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Trades
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.1%
- (Buy) $107.51 ― +280.5% →$409.14 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 4.5%
- (Buy) $51.49 ― +228.2% →$169.00 (Now)
NVIDIA Corp (NVDA)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 4.1%
- (Buy) $150.85 ― +514.3% →$926.69 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 3.6%
- (Buy) $53.70 ― +229.3% →$176.82 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 3.0%
- (Buy) $68.06 ― +97.5% →$134.38 (Now)
Advanced Micro Devices Inc. (AMD)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.9%
- (Buy) $87.32 ― +142.1% →$211.38 (Now)
Vanguard Group, Inc. - Vanguard Intermediate-Term Corporate Bond ETF (VCIT)- Sector:
- % of Portfolio: 2.9%
- (Buy) $86.72 ― -7.2% →$80.48 (Now)
ASML Holding NV - New York Shares (ASML)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.5%
- (Buy) $267.17 ― +292.0% →$1,047.39 (Now)
Taiwan Semiconductor Manufacturing - ADR (TSM)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.3%
- (Buy) $30.55 ― +388.3% →$149.20 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 2.2%
- (Buy) $176.00 ― +71.8% →$302.42 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.7%
- (Buy) $162.17 ― +381.1% →$780.16 (Now)
Home Depot, Inc. (HD)- Sector: Home Centers
- % of Portfolio: 1.6%
- (Buy) $139.82 ― +169.3% →$376.55 (Now)
Broadcom Inc (AVGO)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.5%
- (Buy) $639.77 ― +119.9% →$1,407.01 (Now)
Lam Research Corp. (LRCX)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.4%
- (Buy) $462.76 ― +114.9% →$994.57 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.4%
- (Buy) $265.08 ― +93.2% →$512.19 (Now)
Caterpillar Inc. (CAT)- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 1.4%
- (Buy) $153.76 ― +121.3% →$340.22 (Now)
Adobe Inc (ADBE)- Sector: Software Publishers
- % of Portfolio: 1.2%
- (Buy) $336.22 ― +65.4% →$556.04 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 1.2%
- (Buy) $421.26 ― +44.5% →$608.51 (Now)
Visa Inc - Ordinary Shares - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $101.84 ― +173.2% →$278.26 (Now)
JPMorgan Chase & Co. (JPM)- Sector: Commercial Banking
- % of Portfolio: 1.1%
- (Buy) $78.60 ― +139.0% →$187.87 (Now)
Freeport-McMoRan Inc (FCX)- Sector: Copper, Nickel, Lead, and Zinc Mining
- % of Portfolio: 1.1%
- (Buy) $19.44 ― +104.7% →$39.81 (Now)
Costco Wholesale Corp (COST)- Sector: All Other General Merchandise Stores
- % of Portfolio: 1.1%
- (Buy) $267.83 ― +193.3% →$785.59 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 1.1%
- (Buy) $82.37 ― +171.2% →$223.42 (Now)
Goldman Sachs Group, Inc. (GS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.0%
- (Buy) $242.25 ― +60.3% →$388.43 (Now)
Oracle Corp. (ORCL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.0%
- (Buy) $45.83 ― +149.9% →$114.54 (Now)
Intuit Inc (INTU)- Sector: Software Publishers
- % of Portfolio: 1.0%
- (Buy) $522.20 ― +24.3% →$649.34 (Now)
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 0.9%
- (Buy) $43.94 ― +209.3% →$135.92 (Now)
Mastercard Incorporated - Ordinary Shares - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.9%
- (Buy) $306.24 ― +52.7% →$467.54 (Now)
Intuitive Surgical Inc (ISRG)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 0.9%
- (Buy) $211.22 ― +85.9% →$392.68 (Now)
Morgan Stanley (MS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 0.9%
- (Buy) $63.01 ― +36.7% →$86.14 (Now)
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Average Buy Price |
Current Price |
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Options
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Metrics
Performance
1 Year
+27.31%
3 Years
+20.18%
5 Years
+25.89%
10 years
+58.29%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $641 Billion
- Dividend Yield 1.32 %
- Beta 1.0353
- P/E Ratio 56.64
- Negative P/E Ratio -4.47
- Profit Margin 17.74%
- PEG 276.73
- Price to Sales Ratio 8.36
- Price to Book Ratio 22.01
- Enterprise Value to EBIT: 57.47
- Enterprise Value to Revenue 8.74
- Total Debt to Enterprise Value 0.14
- Debt to Equity 1.508
- Quarterly Earnings Growth (YoY) -
- Return on Equity 54.97%
- Return on Assets 12.53%
- Return on Invested Capital 22.70%
Track Fisher
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About Ken Fisher
Ken Fisher is an American investor and financial advisor. He founded Fisher Investments in 1979. In 2020, his personal wealth was estimated to be $6.3 billion. He has written multiple books on investing strategies that have been bestsellers in the New York Times. Ken Fisher's portfolio showcases a strong emphasis on technology and ecommerce, with his top investments centered around leading companies in these sectors. The largest portion of his investment goes into Microsoft Corporation, which holds 4.9% of the total portfolio, reflecting confidence in its continued dominance in software and cloud computing services. Following closely is Apple Inc, representing 4.5% of his holdings, underscoring belief in the tech giant’s innovation and consumer electronics prowess. Amazon.com Inc, with a 3.5% share, highlights Fisher's investment in ecommerce and cloud infrastructure, suggesting optimism about online retail and digital services growth. NVIDIA Corp comes next at 3.4%, indicating an expectation for significant advancements in graphics processing units (GPUs) and artificial intelligence (AI) technologies. Finally, Alphabet Inc - Ordinary Shares - Class A, encompassing 2.9% of Fisher's portfolio, demonstrates trust in the enduring value of internet services and digital advertising. Overall, Ken Fisher's selection underlines a strategic focus on technology-driven stocks, aiming to capitalize on trends in digital transformation and innovation.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Fisher
Don't miss a trade. Get notified when Ken Fisher makes his next trade, It's Free!