Ken Fisher
Ken Fisher
13F
Fisher Asset Management, LLC
Last update 2023-02-16 1011 Stocks (143 new)
Value $147.90 Bil Turnover 6 %
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
Industry
Market Cap $Mil
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
XLC
Communication Services Select Sector SPDR Fund
9,316.09
5,818,814
279,245.00
+36,826.09%
0.19
+0.19%
3.43
+18.51%
+18.05%
IRT
Independence Realty Trust IncREITs
3,415.78
2,404,700
40,543.00
New Holding
0.03
+0.03%
1.07
-9.49%
-9.73%
MAC
Macerich CoREITs
2,040.60
4,023,537
45,305.00
New Holding
0.03
+0.03%
1.87
-16.29%
-14.21%
AVNT
Avient CorpChemicals
3,518.58
780,715
26,357.00
New Holding
0.02
+0.02%
0.86
+15.44%
+15.31%
ENS
EnerSysIndustrial Products
3,329.32
353,053
26,069.00
New Holding
0.02
+0.02%
0.86
+11.84%
+10.61%
SITC
SITE Centers CorpREITs
2,417.19
1,777,527
24,281.00
New Holding
0.02
+0.02%
0.84
-14.68%
-14.93%
UCBI
United Community Banks IncBanks
3,242.75
836,557
28,276.00
New Holding
0.02
+0.02%
0.73
-15.21%
-15.92%
UE
Urban Edge PropertiesREITs
1,668.20
1,582,570
22,298.00
New Holding
0.02
+0.02%
1.35
+1.49%
+1.85%
ABCM
Abcam PLCBiotechnology
2,975.93
773,909
12,042.00
New Holding
0.01
+0.01%
0.34
-15.99%
-16.58%
ACLLY
Accelleron Industries AGAerospace & Defense
2,268.00
982,435
20,329.00
New Holding
0.01
+0.01%
1.04
+20.00%
+17.65%
AEO
American Eagle Outfitters IncRetail - Cyclical
2,528.54
1,500,313
20,944.00
New Holding
0.01
+0.01%
0.80
-11.38%
-7.38%
BNL
Broadstone Net Lease IncREITs
3,129.77
481,997
7,813.00
New Holding
0.01
+0.01%
0.26
+1.82%
+3.64%
CAKE
Cheesecake Factory IncRestaurants
1,748.97
252,950
8,021.00
New Holding
0.01
+0.01%
0.49
+6.46%
+7.63%
DRH
Diamondrock Hospitality CoREITs
1,550.69
1,639,557
13,428.00
New Holding
0.01
+0.01%
0.78
-9.14%
-9.65%
FRT
Federal Realty Investment TrustREITs
7,525.98
85,170
8,606.00
New Holding
0.01
+0.01%
0.10
-7.49%
-7.37%
FFBC
First Financial BancorpBanks
2,179.25
642,964
15,579.00
New Holding
0.01
+0.01%
0.68
-4.45%
-4.25%
GM
General Motors CoVehicles & Parts
47,013.22
559,210
18,812.00
New Holding
0.01
+0.01%
0.04
-0.09%
+0.48%
FLS
Flowserve CorpIndustrial Products
4,126.28
439,499
13,484.00
New Holding
0.01
+0.01%
0.34
+5.95%
+3.23%
GBX
Greenbrier Companies IncTransportation
1,024.13
632,941
21,223.00
New Holding
0.01
+0.01%
1.93
-9.01%
-6.02%
FR
First Industrial Realty Trust IncREITs
6,692.54
198,556
9,582.00
New Holding
0.01
+0.01%
0.15
+4.61%
+4.89%
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Total 1173