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.
Track Fisher, It's Free!Performance
1 Year
+15.61%
3 Years
+10.87%
5 Years
+15.26%
10 years
+40.37%
Sectors
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Largest Holdings
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Trades
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 5.5%
- (Buy) $48.65 ― +293.2% →$191.31 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.1%
- (Buy) $101.83 ― +271.1% →$377.85 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 3.3%
- (Buy) $52.77 ― +178.0% →$146.71 (Now)
Alphabet Inc - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 3.3%
- (Buy) $65.83 ― +110.4% →$138.49 (Now)
Vanguard Group, Inc. - Vanguard Intermediate-Term Corporate Bond ETF (VCIT)- Sector:
- % of Portfolio: 2.9%
- (Buy) $87.20 ― -10.7% →$77.88 (Now)
NVIDIA Corp (NVDA)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.2%
- (Buy) $136.17 ― +257.8% →$487.16 (Now)
Advanced Micro Devices Inc. (AMD)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.8%
- (Buy) $86.79 ― +41.1% →$122.51 (Now)
ASML Holding NV - New York Shares (ASML)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.8%
- (Buy) $258.12 ― +165.3% →$684.80 (Now)
Salesforce Inc (CRM)- Sector: Software Publishers
- % of Portfolio: 1.7%
- (Buy) $173.18 ― +29.3% →$223.84 (Now)
Taiwan Semiconductor Manufacturing - ADR (TSM)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.6%
- (Buy) $30.14 ― +227.4% →$98.65 (Now)
Adobe Inc (ADBE)- Sector: Software Publishers
- % of Portfolio: 1.5%
- (Buy) $333.87 ― +85.6% →$619.72 (Now)
Home Depot, Inc. (HD)- Sector: Home Centers
- % of Portfolio: 1.4%
- (Buy) $137.58 ― +124.7% →$309.20 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.4%
- (Buy) $157.67 ― +277.4% →$595.09 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $100.85 ― +151.6% →$253.72 (Now)
Oracle Corp. (ORCL)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $45.81 ― +153.8% →$116.24 (Now)
Lam Research Corp. (LRCX)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.1%
- (Buy) $456.30 ― +57.2% →$717.46 (Now)
Freeport-McMoRan Inc (FCX)- Sector: Copper, Nickel, Lead, and Zinc Mining
- % of Portfolio: 1.1%
- (Buy) $19.17 ― +92.4% →$36.89 (Now)
Broadcom Inc (AVGO)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 1.1%
- (Buy) $629.91 ― +54.3% →$972.00 (Now)
Caterpillar Inc. (CAT)- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 1.1%
- (Buy) $151.52 ― +62.4% →$246.01 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 1.0%
- (Buy) $421.72 ― +13.3% →$478.00 (Now)
Goldman Sachs Group, Inc. (GS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 1.0%
- (Buy) $240.36 ― +40.9% →$338.64 (Now)
JPMorgan Chase & Co. (JPM)- Sector: Commercial Banking
- % of Portfolio: 0.9%
- (Buy) $77.07 ― +99.0% →$153.33 (Now)
Meta Platforms Inc - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.9%
- (Buy) $263.24 ― +29.7% →$341.49 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 0.9%
- (Buy) $82.37 ― +98.9% →$163.79 (Now)
BlackRock Institutional Trust Company N.A. - iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)- Sector:
- % of Portfolio: 0.9%
- (Buy) $117.79 ― -10.6% →$105.26 (Now)
Intuit Inc (INTU)- Sector: Software Publishers
- % of Portfolio: 0.9%
- (Buy) $519.69 ― +8.6% →$564.23 (Now)
Costco Wholesale Corp (COST)- Sector: All Other General Merchandise Stores
- % of Portfolio: 0.9%
- (Buy) $261.91 ― +124.9% →$589.08 (Now)
Morgan Stanley (MS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 0.8%
- (Buy) $62.62 ― +25.3% →$78.49 (Now)
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 0.8%
- (Buy) $43.94 ― +135.0% →$103.26 (Now)
Mastercard Incorporated - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.8%
- (Buy) $304.09 ― +34.9% →$410.33 (Now)
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Current Price |
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Options
Can't find any put or calls that Ken Fisher has in Fisher Asset Management
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Average Portfolio Company Metrics
- Market Cap: $578 Billion
- Dividend Yield 1.51 %
- Beta 1.0115
- P/E Ratio 56.71
- Negative P/E Ratio -5.42
- Profit Margin 18.31%
- PEG 599.46
- Price to Sales Ratio 6.83
- Price to Book Ratio 17.62
- Enterprise Value to EBIT: -20.32
- Enterprise Value to Revenue 7.13
- Total Debt to Enterprise Value 0.15
- Debt to Equity 1.7757
- Quarterly Earnings Growth (YoY) -
- Return on Equity 54.86%
- Return on Assets 11.27%
- Return on Invested Capital 21.69%
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.
Track Fisher
Don't miss a trade. Get notified when Ken Fisher makes his next trade, It's Free!