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 investment portfolio showcases a strategic selection of tech heavyweights, epitomizing his acumen in recognizing growth-oriented stocks with strong market presence. Microsoft Corporation leads the charge as a premier software company pivoting to cloud computing and enterprise services; it embodies resilience and innovation within Fisherβs stock collection. Apple Inc follows, illustrating his propensity toward companies with robust ecosystems and brand loyalty; this consumer electronics giant continues to redefine industry standards while expanding its service segment. Amazon.com Inc is another top holding, reflecting Fisher's confidence in e-commerce dominance and burgeoning cloud infrastructure sectors.Alphabet Inc, under its class A shares, represents another key element of Fisher's focus on enduring tech enterprises with diversified revenue streams encompassing search engines, advertisement technologies, and various futuristic ventures. Lastly, NVIDIA Corp rounds out the top five, indicative of Fisherβs insight into the semiconductor space and the increasing demand for GPUs in gaming, data centers, and AI applications. Each constituent of Ken Fisher's top investments radiates durability and adaptability, underlining preferences tuned towards technology sector leaders projected for continued advancement and strong financial performance, cementing these stocks as central pillars in a sound investment strategy.
Track Fisher, It's Free!Performance
1 Year
+6.30%
3 Years
-3.35%
5 Years
+56.39%
10 years
+41.14%
Sectors
Largest Holdings
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Trades
- Apple Inc (AAPL)
- Sector: Electronic Computer Manufacturing
- % of Portfolio: 5.9%
- (Buy) $53.41 β +291.8% β$209.27 (Now)
- Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.2%
- (Buy) $112.27 β +252.0% β$395.15 (Now)
- Alphabet Inc - Ordinary Shares - Class A (GOOGL)
- Sector: All Other Telecommunications
- % of Portfolio: 3.7%
- (Buy) $69.84 β +128.0% β$159.25 (Now)
- Amazon.com Inc. (AMZN)
- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 3.5%
- (Buy) $54.80 β +193.8% β$161.02 (Now)
- Vanguard Group, Inc. - Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
- Sector:
- % of Portfolio: 3.4%
- (Buy) $86.08 β -4.6% β$82.14 (Now)
- Taiwan Semiconductor Manufacturing - ADR (TSM)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.2%
- (Buy) $30.55 β +384.2% β$147.95 (Now)
- Advanced Micro Devices Inc. (AMD)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.0%
- (Buy) $88.66 β +52.1% β$134.82 (Now)
- Lilly(Eli) & Co (LLY)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.8%
- (Buy) $172.06 β +350.6% β$775.26 (Now)
- Home Depot, Inc. (HD)
- Sector: Home Centers
- % of Portfolio: 1.6%
- (Buy) $142.82 β +145.1% β$350.01 (Now)
- Exxon Mobil Corp. (XOM)
- Sector: Petroleum Refineries
- % of Portfolio: 1.5%
- (Buy) $98.04 β +17.1% β$114.77 (Now)
- Walmart Inc (WMT)
- Sector: All Other General Merchandise Stores
- % of Portfolio: 1.5%
- (Buy) $110.90 β -39.1% β$67.59 (Now)
- Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 1.4%
- (Buy) $123.41 β +36.2% β$168.06 (Now)
- Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.4%
- (Buy) $267.84 β +77.6% β$475.73 (Now)
- Caterpillar Inc. (CAT)
- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 1.3%
- (Buy) $157.68 β +100.9% β$316.80 (Now)
- Goldman Sachs Group, Inc. (GS)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.3%
- (Buy) $244.98 β +87.4% β$459.02 (Now)
- Salesforce Inc (CRM)
- Sector: Software Publishers
- % of Portfolio: 1.3%
- (Buy) $176.00 β +35.8% β$239.01 (Now)
- Chevron Corp. (CVX)
- Sector: Petroleum Refineries
- % of Portfolio: 1.3%
- (Buy) $134.58 β +7.5% β$144.66 (Now)
- ASML Holding NV - New York Shares (ASML)
- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.3%
- (Buy) $267.17 β +207.0% β$820.35 (Now)
- Netflix Inc. (NFLX)
- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 1.3%
- (Buy) $422.68 β +41.6% β$598.55 (Now)
- JPMorgan Chase & Co. (JPM)
- Sector: Commercial Banking
- % of Portfolio: 1.2%
- (Buy) $80.50 β +142.1% β$194.90 (Now)
- Visa Inc - Ordinary Shares - Class A (V)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $103.33 β +148.2% β$256.44 (Now)
- Freeport-McMoRan Inc (FCX)
- Sector: Copper, Nickel, Lead, and Zinc Mining
- % of Portfolio: 1.2%
- (Buy) $19.77 β +106.7% β$40.87 (Now)
- Adobe Inc (ADBE)
- Sector: Software Publishers
- % of Portfolio: 1.2%
- (Buy) $336.22 β +51.5% β$509.32 (Now)
- Costco Wholesale Corp (COST)
- Sector: All Other General Merchandise Stores
- % of Portfolio: 1.2%
- (Buy) $274.59 β +192.0% β$801.83 (Now)
- Oracle Corp. (ORCL)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $45.83 β +179.0% β$127.86 (Now)
- American Express Co. (AXP)
- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 1.1%
- (Buy) $82.37 β +174.3% β$225.92 (Now)
- Intuitive Surgical Inc (ISRG)
- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: 1.0%
- (Buy) $213.98 β +104.7% β$438.00 (Now)
- Intuit Inc (INTU)
- Sector: Software Publishers
- % of Portfolio: 1.0%
- (Buy) $526.82 β +14.5% β$602.97 (Now)
- Morgan Stanley (MS)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.0%
- (Buy) $63.61 β +44.7% β$92.07 (Now)
- BlackRock Institutional Trust Company N.A. - iShares 7-10 Year Treasury Bond ETF (IEF)
- Sector:
- % of Portfolio: 1.0%
- (Buy) $105.58 β -7.4% β$97.78 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Ken Fisher has in Fisher Asset Management
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Metrics
Performance
1 Year
+6.30%
3 Years
-3.35%
5 Years
+56.39%
10 years
+41.14%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $803 Billion
- Dividend Yield 1.48 %
- Beta 1.047
- P/E Ratio 42.47
- Negative P/E Ratio -8.3
- Profit Margin 14.71%
- PEG 220.59
- Price to Sales Ratio 7.7
- Price to Book Ratio 19.64
- Enterprise Value to EBIT: 43.89
- Enterprise Value to Revenue 8.2
- Total Debt to Enterprise Value 0.14
- Debt to Equity 1.1699
- Quarterly Earnings Growth (YoY) -
- Return on Equity 44.48%
- Return on Assets 11.68%
- Return on Invested Capital 21.91%
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 investment portfolio showcases a strategic selection of tech heavyweights, epitomizing his acumen in recognizing growth-oriented stocks with strong market presence. Microsoft Corporation leads the charge as a premier software company pivoting to cloud computing and enterprise services; it embodies resilience and innovation within Fisherβs stock collection. Apple Inc follows, illustrating his propensity toward companies with robust ecosystems and brand loyalty; this consumer electronics giant continues to redefine industry standards while expanding its service segment. Amazon.com Inc is another top holding, reflecting Fisher's confidence in e-commerce dominance and burgeoning cloud infrastructure sectors.Alphabet Inc, under its class A shares, represents another key element of Fisher's focus on enduring tech enterprises with diversified revenue streams encompassing search engines, advertisement technologies, and various futuristic ventures. Lastly, NVIDIA Corp rounds out the top five, indicative of Fisherβs insight into the semiconductor space and the increasing demand for GPUs in gaming, data centers, and AI applications. Each constituent of Ken Fisher's top investments radiates durability and adaptability, underlining preferences tuned towards technology sector leaders projected for continued advancement and strong financial performance, cementing these stocks as central pillars in a sound investment strategy.
Track Fisher
Don't miss a trade. Get notified when Ken Fisher makes his next trade, It's Free!