 | |
Ken Fisher13F | |
| Fisher Asset Management, LLC | |
| Last update 2024-03-06 | 980 Stocks (99 new) |
| Value $189.13 Bil | Turnover 4 % |
| Portfolio Report | |
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's Portfolio
Ken Fisher Current Holdings
| Ticker |
|---|
| Ticker |
KO |
MUFG |
CYTK |
ACAD |
AGNC |
ALL |
AVUS |
AWK |
FINS |
APO |
AROC |
BRK.A |
BMRN |
MYI |
CRWD |
DCPH |
DFAU |
EQIX |
VSLU |
FMN |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
KO | Coca-Cola Co | 4,972,733 | 293,043.21 | +11,127.16% | 0.15 | +0.15% | 0.12 | +5.42% | +5.38% | 265,353.79 | Beverages - Non-Alcoholic | |
MUFG | Mitsubishi UFJ Financial Group Inc | 6,730,968 | 57,953.64 | New Holding | 0.03 | +0.03% | 0.06 | +7.12% | +17.07% | 118,353.21 | Banks | |
CYTK | Cytokinetics Inc | 536,046 | 44,754.48 | New Holding | 0.02 | +0.02% | 0.55 | -18.16% | -19.85% | 6,987.77 | Biotechnology | |
ACAD | ACADIA Pharmaceuticals Inc | 143,054 | 4,479.02 | New Holding | 0 | 0% | 0.09 | -38.87% | -46.92% | 2,733.56 | Biotechnology | |
AGNC | AGNC Investment Corp | 12,549 | 123.11 | New Holding | 0 | 0% | 0 | -0.22% | -1.13% | 6,742.01 | REITs | |
ALL | Allstate Corp | 1,948 | 272.81 | New Holding | 0 | 0% | 0 | +10.02% | +23.73% | 45,437.81 | Insurance | |
AVUS | Avantis U.S. Equity ETF | 3,251 | 265.12 | New Holding | 0 | 0% | 0.01 | +5.07% | +5.79% | 6,286.49 | ||
AWK | American Water Works Co Inc | 1,679 | 221.68 | New Holding | 0 | 0% | 0 | +0.27% | -7.36% | 23,643.57 | Utilities - Regulated | |
FINS | Angel Oak Financial Strats Income Term | 18,481 | 220.11 | New Holding | 0 | 0% | 0.07 | +3.89% | +6.94% | 308.02 | Asset Management | |
APO | Apollo Global Management Inc | 2,859 | 266.50 | New Holding | 0 | 0% | 0 | +15.54% | +21.60% | 64,043.14 | Asset Management | |
AROC | Archrock Inc | 48,805 | 751.60 | New Holding | 0 | 0% | 0.03 | +26.63% | +30.42% | 3,100.77 | Oil & Gas | |
BRK.A | Berkshire Hathaway Inc | 1 | 542.63 | New Holding | 0 | 0% | 0 | +7.53% | +13.15% | 880,098.74 | Insurance | |
BMRN | Biomarin Pharmaceutical Inc | 13,490 | 1,300.71 | New Holding | 0 | 0% | 0.01 | -1.14% | -5.35% | 17,307.48 | Biotechnology | |
MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | 16,426 | 191.20 | New Holding | 0 | 0% | 0.02 | -0.84% | -3.69% | 730.47 | Asset Management | |
CRWD | CrowdStrike Holdings Inc | 1,816 | 463.70 | New Holding | 0 | 0% | 0 | -0.89% | +16.57% | 71,984.95 | Software | |
DCPH | Deciphera Pharmaceuticals Inc | 62,372 | 1,006.06 | New Holding | 0 | 0% | 0.08 | +3.47% | -9.36% | 1,181.30 | Drug Manufacturers | |
DFAU | Dimensional US Core Equity Market ETF | 6,992 | 232.50 | New Holding | 0 | 0% | 0.01 | +4.60% | +6.05% | 5,296.05 | ||
EQIX | Equinix Inc | 473 | 381.09 | New Holding | 0 | 0% | 0 | -4.22% | -5.43% | 71,827.30 | REITs | |
VSLU | Applied Finance Valuation Large Cap ETF | 6,894 | 204.96 | New Holding | 0 | 0% | 0.94 | +3.11% | +6.02% | 107.95 | ||
FMN | Federated Hermes Premier Municipal Income Fund | 21,727 | 238.78 | New Holding | 0 | 0% | 0.19 | +2.90% | +1.83% | 127.06 | Asset Management |
Total 1263
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