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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

Largest Holdings

Trades

  • Apple Inc Apple Inc (AAPL)
  • Sector: Electronic Computer Manufacturing
  • % of Portfolio: 5.9%
  • (Buy) $53.41 ― +291.8% →$209.27 (Now)
Last trade: Q1 2024 Increased shares by 2.2%
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 5.2%
  • (Buy) $112.27 ― +252.0% →$395.15 (Now)
Last trade: Q1 2024 Increased shares by 2.1%
Last trade: Q1 2024 Increased shares by 2.5%
  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 3.5%
  • (Buy) $54.80 ― +193.8% →$161.02 (Now)
Last trade: Q1 2024 Increased shares by 1.9%
Last trade: Q1 2024 Increased shares by 13.4%
Last trade: Q1 2024 Sold 6.6% shares
  • Advanced Micro Devices Inc. Advanced Micro Devices Inc. (AMD)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.0%
  • (Buy) $88.66 ― +52.1% →$134.82 (Now)
Last trade: Q1 2024 Increased shares by 1.9%
  • Lilly(Eli) & Co Lilly(Eli) & Co (LLY)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 1.8%
  • (Buy) $172.06 ― +350.6% →$775.26 (Now)
Last trade: Q1 2024 Increased shares by 3.3%
  • Home Depot, Inc. Home Depot, Inc. (HD)
  • Sector: Home Centers
  • % of Portfolio: 1.6%
  • (Buy) $142.82 ― +145.1% →$350.01 (Now)
Last trade: Q1 2024 Increased shares by 2.2%
  • Exxon Mobil Corp. Exxon Mobil Corp. (XOM)
  • Sector: Petroleum Refineries
  • % of Portfolio: 1.5%
  • (Buy) $98.04 ― +17.1% →$114.77 (Now)
Last trade: Q1 2024 Increased shares by 100.5%
  • Walmart Inc Walmart Inc (WMT)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 1.5%
  • (Buy) $110.90 ― -39.1% →$67.59 (Now)
Last trade: Q1 2024 Increased shares by 50.9%
  • Procter & Gamble Co. Procter & Gamble Co. (PG)
  • Sector: Soap and Other Detergent Manufacturing
  • % of Portfolio: 1.4%
  • (Buy) $123.41 ― +36.2% →$168.06 (Now)
Last trade: Q1 2024 Increased shares by 55.9%
Last trade: Q1 2024 Increased shares by 3.6%
  • Caterpillar Inc. Caterpillar Inc. (CAT)
  • Sector: Heavy Duty Truck Manufacturing
  • % of Portfolio: 1.3%
  • (Buy) $157.68 ― +100.9% →$316.80 (Now)
Last trade: Q1 2024 Increased shares by 2.5%
  • Goldman Sachs Group, Inc. Goldman Sachs Group, Inc. (GS)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.3%
  • (Buy) $244.98 ― +87.4% →$459.02 (Now)
Last trade: Q1 2024 Increased shares by 2.6%
  • Salesforce Inc Salesforce Inc (CRM)
  • Sector: Software Publishers
  • % of Portfolio: 1.3%
  • (Buy) $176.00 ― +35.8% →$239.01 (Now)
Last trade: Q1 2024 Sold 27.3% shares
  • Chevron Corp. Chevron Corp. (CVX)
  • Sector: Petroleum Refineries
  • % of Portfolio: 1.3%
  • (Buy) $134.58 ― +7.5% →$144.66 (Now)
Last trade: Q1 2024 Increased shares by 107.7%
Last trade: Q1 2024 Sold 37.6% shares
  • Netflix Inc. Netflix Inc. (NFLX)
  • Sector: Internet Publishing and Broadcasting and Web Search Portals
  • % of Portfolio: 1.3%
  • (Buy) $422.68 ― +41.6% →$598.55 (Now)
Last trade: Q1 2024 Increased shares by 1.7%
  • JPMorgan Chase & Co. JPMorgan Chase & Co. (JPM)
  • Sector: Commercial Banking
  • % of Portfolio: 1.2%
  • (Buy) $80.50 ― +142.1% →$194.90 (Now)
Last trade: Q1 2024 Increased shares by 3.5%
Last trade: Q1 2024 Increased shares by 2.4%
  • Freeport-McMoRan Inc Freeport-McMoRan Inc (FCX)
  • Sector: Copper, Nickel, Lead, and Zinc Mining
  • % of Portfolio: 1.2%
  • (Buy) $19.77 ― +106.7% →$40.87 (Now)
Last trade: Q1 2024 Increased shares by 1.7%
  • Adobe Inc Adobe Inc (ADBE)
  • Sector: Software Publishers
  • % of Portfolio: 1.2%
  • (Buy) $336.22 ― +51.5% →$509.32 (Now)
Last trade: Q1 2024 Sold 0.8% shares
  • Costco Wholesale Corp Costco Wholesale Corp (COST)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 1.2%
  • (Buy) $274.59 ― +192.0% →$801.83 (Now)
Last trade: Q1 2024 Increased shares by 2.5%
  • Oracle Corp. Oracle Corp. (ORCL)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 1.2%
  • (Buy) $45.83 ― +179.0% →$127.86 (Now)
Last trade: Q1 2024 Sold 2.7% shares
  • American Express Co. American Express Co. (AXP)
  • Sector: Other Activities Related to Credit Intermediation
  • % of Portfolio: 1.1%
  • (Buy) $82.37 ― +174.3% →$225.92 (Now)
Last trade: Q1 2024 Sold 5.8% shares
  • Intuitive Surgical Inc Intuitive Surgical Inc (ISRG)
  • Sector: Surgical and Medical Instrument Manufacturing
  • % of Portfolio: 1.0%
  • (Buy) $213.98 ― +104.7% →$438.00 (Now)
Last trade: Q1 2024 Increased shares by 1.8%
  • Intuit Inc Intuit Inc (INTU)
  • Sector: Software Publishers
  • % of Portfolio: 1.0%
  • (Buy) $526.82 ― +14.5% →$602.97 (Now)
Last trade: Q1 2024 Increased shares by 4.7%
  • Morgan Stanley Morgan Stanley (MS)
  • Sector: Investment Banking and Securities Dealing
  • % of Portfolio: 1.0%
  • (Buy) $63.61 ― +44.7% →$92.07 (Now)
Last trade: Q1 2024 Increased shares by 2.7%
Last trade: Q1 2024 Increased shares by 101.4%
Stock % of
portfolio 		Average
Buy Price 		Current
Price 		Position

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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