Ken Fisher

Ken Fisher

13F
Fisher Asset Management, LLC
Last update 2024-05-09 966 Stocks (86 new)
Value $214.11 Bil Turnover 6 %
Countries:
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

Add To Portfolio
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NMR
Nomura Holdings Inc
8,478,338
54430.93
New Holding
0.03
+0.03%
0.28
-1.66%
+32.79%
17408.642
Capital Markets
NTNX
Nutanix Inc
246,807
15232.97
New Holding
0.01
+0.01%
0.1
-14.51%
+14.38%
13449.324
Software
AOD
Aberdeen Total Dynamic Dividend Fund
22,500
186.53
New Holding
0
0%
0.02
+4.00%
+8.25%
886.675
Asset Management
AREC
American Resources Corp
10,500
14.81
New Holding
0
0%
0.01
-36.39%
-32.55%
79.972
Steel
COLD
Americold Realty Trust Inc
38,411
957.2
New Holding
0
0%
0.01
+0.55%
-13.90%
7318.297
REITs
AMP
Ameriprise Financial Inc
673
295.32
New Holding
0
0%
0
+3.48%
+12.91%
42291.063
Asset Management
ALTM
Arcadium Lithium PLC
12,088
52.1
New Holding
0
0%
0
-19.23%
-48.01%
4120.689
Chemicals
AZO
AutoZone Inc
88
278.34
New Holding
0
0%
0
-8.13%
+8.71%
48048.564
Retail - Cyclical
AVB
AvalonBay Communities Inc
5,500
1020.67
New Holding
0
0%
0
+9.52%
+7.54%
28262.288
REITs
BKU
BankUnited Inc
329,000
9212
New Holding
0
0%
0.44
+5.55%
-10.39%
2120.85
Banks
BDJ
BlackRock Enhanced Equity Dividend Trust
16,520
136.29
New Holding
0
0%
0.01
+1.90%
+10.22%
1521.655
Asset Management
BGY
Blackrock Enhanced International Dividend Trust
29,400
162.58
New Holding
0
0%
0.03
+2.25%
+8.88%
559.407
Asset Management
OBDC
Blue Owl Capital Corp
11,654
179.24
New Holding
0
0%
0
+8.33%
+12.15%
6237.675
Credit Services
CNQ
Canadian Natural Resources Ltd
10,942
417.57
New Holding
0
0%
0
-0.48%
+9.45%
75698.222
Oil & Gas
CNP
CenterPoint Energy Inc
8,469
241.31
New Holding
0
0%
0
+10.97%
+10.06%
19898.62
Utilities - Regulated
FOF
Cohen & Steers Closed-end Opp Fd Inc
10,316
120.59
New Holding
0
0%
0.04
+5.39%
+10.43%
325.338
Asset Management
ED
Consolidated Edison Inc
2,608
236.91
New Holding
0
0%
0
+2.65%
+2.43%
31555.689
Utilities - Regulated
STZ
Constellation Brands Inc
1,208
328.37
New Holding
0
0%
0
-3.11%
+5.32%
46204.699
Beverages - Alcoholic
DNLI
Denali Therapeutics Inc
469,169
9627.35
New Holding
0
0%
0.33
+7.56%
+4.10%
3141.676
Biotechnology
DFAC
Dimensional U.S. Core Equity 2 ETF
8,356
266.98
New Holding
0
0%
-
+3.74%
+10.95%
28021.618
 
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Total 1068

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