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Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2025-02-05 | 969 Stocks (98 new) |
| Value $251.33 Bil | Turnover 2 % |
Ken Fisher Profile
Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.
Ken Fisher Investing Philosophy
The investment philosophy at Fisher Investments is based on the idea that supply and demand of securities is sole determinate of their pricing. Furthermore, they believe that all widely known information has already been priced into the market. The way to add value, according to the Fisher strategy, is to "identify information not widely known, or to interpret widely known information differently and correctly from other market participants." Fisher Investments employs a team of research analysts to accomplish these tasks.
Ken Fisher Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 59,290,044 | 14,847,413.1 | +1.15% | 5.910 | +0.07% | 0.390 | -5.96% | -16.34% | 3,143,819.4 | Hardware | |
NVDA | NVIDIA Corp | 98,339,379 | 13,205,995.3 | +1.67% | 5.250 | +0.09% | 0.400 | -22.16% | -17.33% | 2,708,644.0 | Semiconductors | |
MSFT | Microsoft Corp | 28,228,502 | 11,898,314.0 | +1.16% | 4.730 | +0.05% | 0.380 | -11.58% | -6.85% | 2,913,005.9 | Software | |
AMZN | Amazon.com Inc | 45,159,737 | 9,907,594.9 | +1.13% | 3.940 | +0.04% | 0.430 | -19.53% | -13.86% | 2,005,630.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 50,615,038 | 9,581,426.9 | +1.52% | 3.810 | +0.06% | 0.410 | -19.01% | -14.34% | 1,978,969.7 | Interactive Media | |
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 92,783,951 | 7,447,767.8 | +4.85% | 2.960 | +0.14% | 15.390 | +1.33% | +1.52% | 51,240.8 | ||
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 28,351,950 | 5,599,226.8 | -1.44% | 2.230 | -0.03% | 0.550 | -25.30% | -16.08% | 856,299.4 | Semiconductors | |
AVGO | Broadcom Inc | 23,903,319 | 5,541,745.6 | +2.05% | 2.200 | +0.04% | 0.510 | -21.17% | -16.80% | 904,231.8 | Semiconductors | |
IEF | iShares 7-10 Year Treasury Bond ETF | 49,220,000 | 4,550,389.1 | +18.17% | 1.810 | +0.28% | 14.290 | +2.96% | +2.99% | 37,948.8 | ||
WMT | Walmart Inc | 48,793,045 | 4,408,451.7 | +2.38% | 1.750 | +0.04% | 0.610 | +0.62% | +5.54% | 762,322.2 | Retail - Defensive |
Ken Fisher's Historical Top Holdings Breakdowns
Ken Fisher's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEF | iShares 7-10 Year Treasury Bond ETF | 2024-12-31 | Add | +0.28% | 92.08 ($94.42) 97.91 | $95.21 | 0.84% | Add 18.17% | 49,220,000 | 7,566,487 | |
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 2024-12-31 | Add | +0.14% | 80.13 ($81.6) 83.67 | $81.49 | -0.13% | Add 4.85% | 92,783,951 | 4,289,340 | |
NVDA | NVIDIA Corp | 2024-12-31 | Add | +0.09% | 118.85 ($138.16) 148.88 | $111.01 | -19.65% | Add 1.67% | 98,339,379 | 1,618,672 | |
AAPL | Apple Inc | 2024-12-31 | Add | +0.07% | 221.69 ($235.83) 259.02 | $209.28 | -11.26% | Add 1.15% | 59,290,044 | 674,991 | |
EMR | Emerson Electric Co | 2024-12-31 | Add | +0.07% | 108.13 ($121.48) 134.33 | $105.28 | -13.34% | Add 234.19% | 2,035,934 | 1,426,718 | |
WYNN | Wynn Resorts Ltd | 2024-12-31 | Reduce | -0.07% | 84.3 ($94.33) 106.41 | $82.11 | -12.95% | Reduce -41.3% | 2,331,402 | -1,640,444 | |
GOOGL | Alphabet Inc | 2024-12-31 | Add | +0.06% | 161.86 ($175.1) 196.66 | $161.96 | -7.50% | Add 1.52% | 50,615,038 | 757,138 | |
HLN | Haleon PLC | 2024-12-31 | Reduce | -0.06% | 9.23 ($9.77) 10.54 | $10.18 | 4.20% | Reduce -96.79% | 438,995 | -13,243,267 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Add | +0.06% | 205.23 ($233.33) 250.29 | $243.55 | 4.38% | Add 3.68% | 17,401,436 | 617,164 | |
MRK | Merck & Co Inc | 2024-12-31 | Add | +0.06% | 96.31 ($102.91) 112.08 | $82.74 | -19.60% | Add 9.95% | 16,111,604 | 1,458,169 |
Ken Fisher Total Holding History ($B)
Ken Fisher's Asset Allocation
Ken Fisher Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ken Fisher's Hypothetical Growth since 2024-12-31
Ken Fisher's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ken Fisher's Holdings Heat Map
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Ken Fisher's Holdings Bubble Chart
Ken Fisher News
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