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Ken Fisher
13F | |
| Fisher Asset Management, LLC | |
| Last update 2023-02-06 | 1010 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
| Ticker | | Company | Industry | Market Cap $Mil | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 9,593.04 | 5,818,814 | 279,245.00 | +36,826.09% | 0.19 | +0.19% | 3.43 | +22.05% | +18.21% | ||
IRT | Independence Realty Trust Inc | REITs | 4,282.06 | 2,404,700 | 40,543.00 | New Holding | 0.03 | +0.03% | 1.07 | +17.02% | +13.35% | |
MAC | Macerich Co | REITs | 2,875.62 | 4,023,537 | 45,305.00 | New Holding | 0.03 | +0.03% | 1.87 | +13.61% | +18.65% | |
AVNT | Avient Corp | Chemicals | 3,617.73 | 780,715 | 26,357.00 | New Holding | 0.02 | +0.02% | 0.86 | +36.47% | +17.83% | |
ENS | EnerSys | Industrial Products | 3,519.10 | 353,053 | 26,069.00 | New Holding | 0.02 | +0.02% | 0.86 | +28.83% | +16.73% | |
SITC | SITE Centers Corp | REITs | 2,899.23 | 1,777,527 | 24,281.00 | New Holding | 0.02 | +0.02% | 0.84 | +11.85% | +0.66% | |
UCBI | United Community Banks Inc | Banks | 3,822.93 | 836,557 | 28,276.00 | New Holding | 0.02 | +0.02% | 0.73 | -11.59% | -1.60% | |
UE | Urban Edge Properties | REITs | 1,880.18 | 1,582,570 | 22,298.00 | New Holding | 0.02 | +0.02% | 1.35 | +12.21% | +13.63% | |
ABCM | Abcam PLC | Biotechnology | 3,468.86 | 773,909 | 12,042.00 | New Holding | 0.01 | +0.01% | 0.34 | +0.67% | -2.76% | |
ACLLY | Accelleron Industries AG | Aerospace & Defense | 2,173.50 | 982,435 | 20,329.00 | New Holding | 0.01 | +0.01% | 1.04 | +31.05% | +12.75% | |
AEO | American Eagle Outfitters Inc | Retail - Cyclical | 2,936.66 | 1,500,313 | 20,944.00 | New Holding | 0.01 | +0.01% | 0.80 | +35.91% | +12.25% | |
BNL | Broadstone Net Lease Inc | REITs | 3,260.73 | 481,997 | 7,813.00 | New Holding | 0.01 | +0.01% | 0.26 | +6.75% | +8.08% | |
CAKE | Cheesecake Factory Inc | Restaurants | 1,962.19 | 252,950 | 8,021.00 | New Holding | 0.01 | +0.01% | 0.49 | +13.63% | +20.34% | |
DRH | Diamondrock Hospitality Co | REITs | 1,982.78 | 1,639,557 | 13,428.00 | New Holding | 0.01 | +0.01% | 0.78 | +10.69% | +15.63% | |
FRT | Federal Realty Investment Trust | REITs | 8,867.26 | 85,170 | 8,606.00 | New Holding | 0.01 | +0.01% | 0.10 | +6.53% | +8.07% | |
FFBC | First Financial Bancorp | Banks | 2,461.47 | 642,964 | 15,579.00 | New Holding | 0.01 | +0.01% | 0.68 | +1.39% | +7.06% | |
FR | First Industrial Realty Trust Inc | REITs | 7,096.98 | 198,556 | 9,582.00 | New Holding | 0.01 | +0.01% | 0.15 | +14.22% | +11.29% | |
FLS | Flowserve Corp | Industrial Products | 4,502.47 | 439,499 | 13,484.00 | New Holding | 0.01 | +0.01% | 0.34 | +13.05% | +12.29% | |
GM | General Motors Co | Vehicles & Parts | 57,975.07 | 559,210 | 18,812.00 | New Holding | 0.01 | +0.01% | 0.04 | +6.68% | +23.57% | |
GNL | Global Net Lease Inc | REITs | 1,490.50 | 674,829 | 8,483.00 | New Holding | 0.01 | +0.01% | 0.65 | +14.60% | +17.42% |
Total 1172