Ken Fisher profile
Ken Fisher profile

Ken Fisher

Fisher Asset Management LLC Holdings Strategy: Macro Investor, Value Investor

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 Fisher’s 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 Fisher’s 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.

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Ken Fisher Portfolio 2023

Performance

1 Year

+6.30%

3 Years

-3.35%

5 Years

+56.39%

10 years

+41.14%


Sectors

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Largest Holdings

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Trades

  • Apple Inc Apple Inc (AAPL)
  • Sector: Electronic Computer Manufacturing
  • % of Portfolio: 5.9%
  • (Buy) $53.41 ― +291.8% β†’$209.27 (Now)
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.2%
  • (Buy) $112.27 ― +252.0% β†’$395.15 (Now)
  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 3.5%
  • (Buy) $54.80 ― +193.8% β†’$161.02 (Now)
  • Advanced Micro Devices Inc. Advanced Micro Devices Inc. (AMD)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.0%
  • (Buy) $88.66 ― +52.1% β†’$134.82 (Now)
  • Lilly(Eli) & Co Lilly(Eli) & Co (LLY)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 1.8%
  • (Buy) $172.06 ― +350.6% β†’$775.26 (Now)
  • Home Depot, Inc. Home Depot, Inc. (HD)
  • Sector: Home Centers
  • % of Portfolio: 1.6%
  • (Buy) $142.82 ― +145.1% β†’$350.01 (Now)
  • Exxon Mobil Corp. Exxon Mobil Corp. (XOM)
  • Sector: Petroleum Refineries
  • % of Portfolio: 1.5%
  • (Buy) $98.04 ― +17.1% β†’$114.77 (Now)
  • Walmart Inc Walmart Inc (WMT)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 1.5%
  • (Buy) $110.90 ― -39.1% β†’$67.59 (Now)
  • Procter & Gamble Co. Procter & Gamble Co. (PG)
  • Sector: Soap and Other Detergent Manufacturing
  • % of Portfolio: 1.4%
  • (Buy) $123.41 ― +36.2% β†’$168.06 (Now)
  • Caterpillar Inc. Caterpillar Inc. (CAT)
  • Sector: Heavy Duty Truck Manufacturing
  • % of Portfolio: 1.3%
  • (Buy) $157.68 ― +100.9% β†’$316.80 (Now)
  • Goldman Sachs Group, Inc. Goldman Sachs Group, Inc. (GS)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.3%
  • (Buy) $244.98 ― +87.4% β†’$459.02 (Now)
  • Salesforce Inc Salesforce Inc (CRM)
  • Sector: Software Publishers
  • % of Portfolio: 1.3%
  • (Buy) $176.00 ― +35.8% β†’$239.01 (Now)
  • Chevron Corp. Chevron Corp. (CVX)
  • Sector: Petroleum Refineries
  • % of Portfolio: 1.3%
  • (Buy) $134.58 ― +7.5% β†’$144.66 (Now)
  • ASML Holding NV - New York Shares ASML Holding NV - New York Shares (ASML)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 1.3%
  • (Buy) $267.17 ― +207.0% β†’$820.35 (Now)
  • Netflix Inc. Netflix Inc. (NFLX)
  • Sector: Internet Publishing and Broadcasting and Web Search Portals
  • % of Portfolio: 1.3%
  • (Buy) $422.68 ― +41.6% β†’$598.55 (Now)
  • JPMorgan Chase & Co. JPMorgan Chase & Co. (JPM)
  • Sector: Commercial Banking
  • % of Portfolio: 1.2%
  • (Buy) $80.50 ― +142.1% β†’$194.90 (Now)
  • Freeport-McMoRan Inc Freeport-McMoRan Inc (FCX)
  • Sector: Copper, Nickel, Lead, and Zinc Mining
  • % of Portfolio: 1.2%
  • (Buy) $19.77 ― +106.7% β†’$40.87 (Now)
  • Adobe Inc Adobe Inc (ADBE)
  • Sector: Software Publishers
  • % of Portfolio: 1.2%
  • (Buy) $336.22 ― +51.5% β†’$509.32 (Now)
  • Costco Wholesale Corp Costco Wholesale Corp (COST)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 1.2%
  • (Buy) $274.59 ― +192.0% β†’$801.83 (Now)
  • Oracle Corp. Oracle Corp. (ORCL)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 1.2%
  • (Buy) $45.83 ― +179.0% β†’$127.86 (Now)
  • American Express Co. American Express Co. (AXP)
  • Sector: Other Activities Related to Credit Intermediation
  • % of Portfolio: 1.1%
  • (Buy) $82.37 ― +174.3% β†’$225.92 (Now)
  • Intuitive Surgical Inc Intuitive Surgical Inc (ISRG)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 1.0%
  • (Buy) $213.98 ― +104.7% β†’$438.00 (Now)
  • Intuit Inc Intuit Inc (INTU)
  • Sector: Software Publishers
  • % of Portfolio: 1.0%
  • (Buy) $526.82 ― +14.5% β†’$602.97 (Now)
  • Morgan Stanley Morgan Stanley (MS)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.0%
  • (Buy) $63.61 ― +44.7% β†’$92.07 (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



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%


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 Fisher’s 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 Fisher’s 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.


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