Ken Fisher
Ken Fisher
13F
Fisher Asset Management, LLC
Last update 2022-05-05 1017 Stocks (96 new)
Value $169.40 Bil Turnover 7 %
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 Portfolio and Latest Trades

Type:
Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares Share Change
SPTL
SPDR Portfolio Long Term Treasury ETF2022-03-31Add
+0.51%
36.69 ($39.2) 40.87
$33.91
-13.49%
Add 100.69%
45,346,314
22,750,930
BHP
BHP Group Ltd2022-03-31Add
+0.41%
60.34 ($68.11) 78.12
$53.90
-20.86%
Add 116.67%
16,904,899
9,102,674
CSCO
Cisco Systems Inc2022-03-31Reduce
-0.40%
53.18 ($56.67) 63.16
$44.92
-20.73%
Reduce -89.29%
1,368,690
-11,410,064
DIS
The Walt Disney Co2022-03-31Reduce
-0.40%
129.03 ($144.79) 157.89
$108.13
-25.32%
Reduce -89.23%
556,572
-4,611,047
AMZN
Amazon.com Inc2022-03-31Add
+0.38%
136.01 ($154.6) 170.4
$137.83
-10.85%
Add 9.08%
47,261,520
196,758
INTC
Intel Corp2022-03-31Reduce
-0.38%
44.4 ($49.59) 55.91
$34.52
-30.39%
Reduce -88.18%
1,779,519
-13,280,276
UNH
UnitedHealth Group Inc2022-03-31Reduce
-0.38%
455.89 ($481.86) 520.82
$537.26
11.50%
Reduce -96.6%
47,338
-1,345,560
WMT
Walmart Inc2022-03-31Reduce
-0.37%
133.53 ($140.86) 149.87
$128.87
-8.51%
Reduce -89.33%
537,687
-4,503,432
NVDA
NVIDIA Corp2022-03-31Add
+0.36%
213.3 ($251.13) 301.21
$170.86
-31.96%
Add 43.26%
7,328,372
2,212,941
AMD
Advanced Micro Devices Inc2022-03-31Add
+0.29%
102.25 ($119.57) 150.24
$95.54
-20.10%
Add 22.2%
24,387,801
4,431,251
BBL
BHP Group PLC2022-03-31Sold Out
-0.28%
59.74 ($64.31) 67.99
$64.18
-0.20%
Sold Out
0
-8,398,187
INTU
Intuit Inc2022-03-31Add
+0.27%
424.63 ($512.17) 631.47
$462.07
-9.78%
Add 79.99%
2,165,797
962,524
V
Visa Inc2022-03-31Reduce
-0.27%
190.7 ($216.36) 235.42
$210.26
-2.82%
Reduce -14.33%
13,279,462
-2,220,540
AVGO
Broadcom Inc2022-03-31Add
+0.25%
533.23 ($593.78) 670.92
$532.80
-10.27%
Add 88.89%
1,421,008
668,719
META
Meta Platforms Inc2022-03-31Add
+0.21%
186.63 ($250.52) 338.54
$168.53
-32.73%
Add 16.84%
11,198,313
1,613,796
NFLX
Netflix Inc2022-03-31Add
+0.21%
331.01 ($417.64) 597.37
$229.94
-44.94%
Add 17.15%
6,356,094
930,290
VZ
Verizon Communications Inc2022-03-31Add
+0.21%
50.8 ($52.99) 55.11
$44.68
-15.68%
Add 71.67%
16,787,501
7,008,579
SBUX
Starbucks Corp2022-03-31Reduce
-0.20%
79.29 ($94.44) 116.68
$84.84
-10.17%
Reduce -97.3%
87,202
-3,141,140
MSFT
Microsoft Corp2022-03-31Add
+0.19%
275.85 ($300.8) 334.75
$282.30
-6.15%
Add 3.83%
27,871,939
1,027,207
UBER
Uber Technologies Inc2022-03-31Add
+0.18%
28.57 ($36.02) 44.42
$31.06
-13.77%
Add 57.08%
23,796,816
8,647,468
NOW
ServiceNow Inc2022-03-31Add
+0.17%
484.42 ($559.75) 630.14
$487.46
-12.91%
Add 57.93%
1,413,079
518,349
PYPL
PayPal Holdings Inc2022-03-31Add
+0.16%
93.61 ($133.33) 194.94
$94.48
-29.14%
Add 15.96%
16,777,545
2,308,557
ZM
Zoom Video Communications Inc2022-03-31Add
+0.15%
94.64 ($136.23) 184.26
$105.29
-22.71%
Add 93.56%
4,400,598
2,127,054
GOOGL
Alphabet Inc2022-03-31Add
+0.14%
125.95 ($135.83) 148
$116.63
-14.14%
Add 4.27%
40,519,800
83,043
SQ
Block Inc2022-03-31Add
+0.14%
88.72 ($120.9) 164.03
$81.13
-32.89%
Add 49.74%
5,079,007
1,687,083
VCIT
Vanguard Intermediate-Term Corporate Bond ETF2022-03-31Reduce
-0.14%
84.87 ($88.41) 91.7
$81.70
-7.59%
Reduce -4.61%
57,555,088
-2,782,537
SPSB
SPDR Portfolio Short Term Corporate Bond ETF2022-03-31Reduce
-0.12%
30.04 ($30.46) 30.86
$29.75
-2.33%
Reduce -31.94%
14,845,059
-6,966,453
DOCU
DocuSign Inc2022-03-31Add
+0.10%
73.24 ($114.94) 157.01
$69.99
-39.11%
Add 51.93%
4,637,015
1,584,989
XOM
Exxon Mobil Corp2022-03-31Reduce
-0.10%
63.54 ($77.63) 87.78
$90.59
16.69%
Reduce -59.46%
1,944,194
-2,851,169
COF
Capital One Financial Corp2022-03-31Add
+0.09%
124.8 ($146.17) 161.37
$106.38
-27.22%
Add 18.95%
6,941,839
1,105,809
LLY
Eli Lilly and Co2022-03-31Add
+0.09%
234.69 ($256.89) 291.66
$303.02
17.96%
Add 7.47%
7,504,205
521,295
IEF
iShares 7-10 Year Treasury Bond ETF2022-03-31Add
+0.08%
105.96 ($110.76) 113.59
$103.88
-6.21%
Add 11.58%
12,349,363
1,282,072
MCD
McDonald's Corp2022-03-31Reduce
-0.08%
222 ($249.26) 269.69
$260.06
4.33%
Reduce -96.21%
21,387
-543,477
SHOP
Shopify Inc2022-03-31Add
+0.08%
51.26 ($82.11) 136.31
$36.75
-55.24%
Add 567.96%
2,371,720
201,665
CRM
Salesforce Inc2022-03-31Add
+0.08%
190.54 ($215.18) 255.46
$182.24
-15.31%
Add 4.6%
15,234,715
669,616
AA
Alcoa Corp2022-03-31Reduce
-0.07%
56.21 ($72.54) 95.06
$50.38
-30.55%
Reduce -33.27%
4,239,604
-2,113,976
ASML
ASML Holding NV2022-03-31Add
+0.07%
573.04 ($670.51) 797.49
$541.11
-19.30%
Add 4%
4,445,713
170,909
ADBE
Adobe Inc2022-03-31Reduce
-0.06%
411.5 ($481.12) 564.37
$426.57
-11.34%
Reduce -2.92%
6,542,550
-196,910
FCX
Freeport-McMoRan Inc2022-03-31Add
+0.06%
36.04 ($44.27) 51.93
$30.05
-32.12%
Add 3.88%
50,750,501
1,897,056
LQD
iShares iBoxx USD Investment Grade Corporate Bond 2022-03-31Reduce
-0.06%
118.19 ($124.24) 130.43
$112.96
-9.08%
Reduce -4.69%
15,902,257
-782,515
COST
Costco Wholesale Corp2022-03-31Add
+0.05%
477.32 ($524.27) 576.47
$535.82
2.20%
Add 3.7%
4,221,255
150,655
HD
The Home Depot Inc2022-03-31Add
+0.05%
299.33 ($347.27) 412.84
$305.21
-12.11%
Add 3.88%
8,134,863
303,885
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund2022-03-31Reduce
-0.05%
419.55 ($479.62) 552.06
$393.94
-17.86%
Reduce -94.99%
7,920
-150,070
CAT
Caterpillar Inc2022-03-31Add
+0.04%
182.83 ($209.75) 229.87
$186.03
-11.31%
Add 3.83%
7,272,322
268,133
QQQ
PowerShares QQQ Trust Ser 12022-03-31Add
+0.04%
317.78 ($354.77) 401.18
$317.08
-10.62%
Add 8.85%
2,399,893
195,182
ORCL
Oracle Corp2022-03-31Add
+0.04%
72.47 ($80.99) 89.28
$76.77
-5.21%
Add 4.74%
16,758,831
757,743
TMO
Thermo Fisher Scientific Inc2022-03-31Add
+0.04%
524 ($574.18) 644.92
$580.87
1.17%
Add 4.85%
2,256,878
104,324
TCEHY
Tencent Holdings Ltd2022-03-31Add
+0.04%
39.42 ($55.44) 62.97
$37.75
-31.91%
Add 3.93%
38,600,295
1,458,634
AZN
AstraZeneca PLC2022-03-31Add
+0.03%
55.72 ($59.94) 67.12
$65.89
9.93%
Add 3.64%
20,842,845
732,959
DE
Deere & Co2022-03-31Add
+0.03%
337.52 ($382.92) 436.45
$343.68
-10.25%
Add 49.01%
371,327
122,130
GS
Goldman Sachs Group Inc2022-03-31Add
+0.03%
321.37 ($353.51) 407.48
$336.62
-4.78%
Add 4.9%
3,173,498
148,283
ISRG
Intuitive Surgical Inc2022-03-31Add
+0.03%
262.77 ($292.21) 360
$232.88
-20.30%
Add 4.14%
4,491,837
178,692
PPRUY
Kering SA2022-03-31Add
+0.03%
57.67 ($71.32) 82.57
$55.59
-22.06%
Add 26.28%
4,279,306
890,477
JPM
JPMorgan Chase & Co2022-03-31Add
+0.03%
128.3 ($147.84) 168.44
$115.38
-21.96%
Add 4.41%
7,760,086
327,761
LRCX
Lam Research Corp2022-03-31Add
+0.03%
469 ($584.25) 729.82
$469.40
-19.66%
Add 5.58%
1,902,522
100,480
MA
Mastercard Inc2022-03-31Add
+0.03%
312.92 ($359.86) 396.75
$346.54
-3.70%
Add 3.67%
4,660,444
165,070
NEE
NextEra Energy Inc2022-03-31Add
+0.03%
72.32 ($80.1) 91.66
$88.92
11.01%
Add 3.89%
15,664,058
586,815
NVS
Novartis AG2022-03-31Add
+0.03%
80.11 ($86.64) 90.62
$87.15
0.59%
Add 4.68%
10,871,033
486,367
SHEL
Shell PLC2022-03-31Add
+0.03%
44.64 ($51.74) 55.71
$52.52
1.51%
Add 4.59%
19,596,216
860,702
RHHBY
Roche Holding AG2022-03-31Add
+0.03%
45.31 ($48.31) 51.78
$41.55
-13.99%
Add 25.02%
5,823,906
1,165,391
RIO
Rio Tinto PLC2022-03-31Add
+0.03%
66.73 ($75.93) 84
$61.34
-19.22%
Add 4.25%
14,128,925
576,266
SYK
Stryker Corp2022-03-31Add
+0.03%
245.33 ($258.74) 277.77
$214.95
-16.92%
Add 5.11%
3,299,106
160,358
UL
Unilever PLC2022-03-31Add
+0.03%
43.71 ($49.6) 54.29
$47.85
-3.53%
Add 24.31%
4,922,757
962,570
UNP
Union Pacific Corp2022-03-31Add
+0.03%
238.04 ($252.38) 276.69
$228.49
-9.47%
Add 3.72%
5,108,920
183,073
TTE
TotalEnergies SE2022-03-31Add
+0.03%
48.81 ($54.23) 60.03
$51.83
-4.43%
Add 4.33%
26,050,759
1,081,139
ABB
ABB Ltd2022-03-31Add
+0.02%
30.5 ($34.91) 39
$29.28
-16.13%
Add 4.73%
19,079,817
861,832
ABT
Abbott Laboratories2022-03-31Add
+0.02%
114.02 ($123.92) 139.04
$107.91
-12.92%
Add 4.01%
9,114,057
351,289
MMM
3M Co2022-03-31Add
+0.02%
140.96 ($159.16) 181.02
$147.84
-7.11%
Add 4.42%
6,032,149
255,448
BABA
Alibaba Group Holding Ltd2022-03-31Add
+0.02%
76.76 ($115.52) 137.41
$91.19
-21.06%
Add 1.81%
14,445,021
256,598
AMAT
Applied Materials Inc2022-03-31Add
+0.02%
119.22 ($138.06) 167
$99.66
-27.81%
Add 6.79%
3,783,152
240,542
SAN
Banco Santander SA2022-03-31Add
+0.02%
2.8 ($3.51) 3.98
$2.58
-26.50%
Add 6.29%
137,921,918
8,161,294
BNPQY
BNP Paribas2022-03-31Add
+0.02%
24.4 ($33.03) 38.2
$24.87
-24.70%
Add 4.64%
26,176,243
1,161,261
COP
ConocoPhillips2022-03-31Add
+0.02%
73.77 ($91.85) 107.5
$95.51
3.98%
Add 5.07%
6,507,832
313,853
CLF
Cleveland-Cliffs Inc2022-03-31Reduce
-0.02%
16.21 ($22.72) 33.07
$19.03
-16.24%
Reduce -11.53%
11,063,788
-1,441,733
CCI
Crown Castle International Corp2022-03-31Add
+0.02%
159.93 ($177.85) 207.74
$179.86
1.13%
Add 5.43%
2,761,580
142,322
DHR
Danaher Corp2022-03-31Add
+0.02%
257.27 ($282.37) 315.76
$285.24
1.02%
Add 3.67%
3,745,126
132,703
CSX
CSX Corp2022-03-31Add
+0.02%
33.34 ($35.38) 37.8
$32.67
-7.66%
Add 5.25%
18,861,772
940,869
EW
Edwards Lifesciences Corp2022-03-31Add
+0.02%
101.96 ($112.17) 128.34
$101.44
-9.57%
Add 4.73%
7,102,945
320,643
ENV
Envestnet Inc2022-03-31New Buy
+0.02%
66.01 ($73.15) 80.6
$57.48
-21.42%
New holding
510,150
510,150
GSK
GlaxoSmithKline PLC2022-03-31Add
+0.02%
49.33 ($54.31) 58.53
$40.03
-26.29%
Add 4.12%
15,173,767.20
750,042
HESAY
Hermes International SA2022-03-31Add
+0.02%
120.52 ($143.33) 176.72
$136.70
-4.63%
Add 26.63%
1,212,399
254,984
ING
ING Groep NV2022-03-31Add
+0.02%
9.03 ($13.08) 15.95
$9.75
-25.46%
Add 6.73%
51,706,217
3,261,755
MUB
iShares National Muni Bond ETF2022-03-31Add
+0.02%
109.17 ($112.53) 115.66
$107.90
-4.11%
Add 6.41%
5,124,766
308,911
MS
Morgan Stanley2022-03-31Add
+0.02%
83.31 ($96.5) 108.73
$86.36
-10.51%
Add 3.07%
10,769,276
321,207
MRK
Merck & Co Inc2022-03-31Add
+0.02%
73.51 ($78.84) 82.4
$89.52
13.55%
Add 3.7%
11,832,097
422,415
NKE
Nike Inc2022-03-31Add
+0.02%
117.57 ($140.68) 166.39
$110.11
-21.73%
Add 3.3%
8,284,865
264,652
RTX
Raytheon Technologies Corp2022-03-31Add
+0.02%
86.97 ($94.71) 102.73
$91.94
-2.92%
Add 5.5%
8,066,014
420,201
SLB
Schlumberger Ltd2022-03-31Add
+0.02%
31.72 ($39.2) 45.08
$34.99
-10.74%
Add 4.45%
17,931,404
763,248
SDVKY
Sandvik AB2022-03-31Add
+0.02%
18.92 ($24.61) 28.8
$17.49
-28.93%
Add 15.08%
9,565,163
1,253,749
RVLV
Revolve Group Inc2022-03-31Add
+0.02%
39.9 ($50.78) 61.33
$27.36
-46.12%
Add 91%
1,703,038
811,381
UMC
United Microelectronics Corp2022-03-31Add
+0.02%
8.76 ($9.93) 11.69
$6.67
-32.83%
Add 2089.55%
2,958,083
2,822,983
TOELY
Tokyo Electron Ltd2022-03-31Add
+0.02%
110.82 ($125.86) 146.19
$82.55
-34.41%
Add 5.4%
5,803,858
297,376
TSM
Taiwan Semiconductor Manufacturing Co Ltd2022-03-31Add
+0.02%
99.29 ($117.35) 140.66
$85.21
-27.39%
Add 0.97%
26,188,624
251,551
TM
Toyota Motor Corp2022-03-31Add
+0.02%
156.34 ($187.4) 211.37
$152.94
-18.39%
Add 3.49%
5,135,407
173,287
VALE
Vale SA2022-03-31Reduce
-0.02%
13.55 ($17.27) 20.6
$13.62
-21.13%
Reduce -7.4%
28,687,209
-2,291,472
NTRA
Natera Inc2022-03-31Sold Out
-0.02%
30.32 ($60.26) 91.33
$50.82
-15.67%
Sold Out
0
-455,473
ALGN
Align Technology Inc2022-03-31Add
+0.01%
378.09 ($487.51) 648.05
$273.64
-43.87%
Add 6.13%
571,043
32,978
BUD
Anheuser-Busch InBev SA/NV2022-03-31Add
+0.01%
52.95 ($61.77) 67.8
$53.55
-13.31%
Add 4.8%
8,687,033
398,027
AXP
American Express Co2022-03-31Reduce
-0.01%
158.74 ($180.62) 198.38
$158.80
-12.08%
Reduce -0.38%
15,686,552
-59,415
AMT
American Tower Corp2022-03-31Add
+0.01%
226.87 ($243.87) 286.38
$276.18
13.25%
Add 3.11%
2,088,030
62,961

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