Ken Fisher Fisher Asset Management
Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$323M |
| 2 |
JD.com
JD
|
+$141M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$90.2M |
| 4 |
America Movil
AMX
|
+$62.6M |
| 5 |
FIHD
UBS AG FI Enhanced Global High Yield ETN
FIHD
|
+$60.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$351M |
| 2 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$104M |
| 3 |
FEIC
FEI COMPANY
FEIC
|
+$39.1M |
| 4 |
FIGY
Barclays ETN+ FI Enhanced Global High Yield ETN
FIGY
|
+$36.1M |
| 5 |
FBGX
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
|
+$28.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.08% |
| 2 | Healthcare | 14.41% |
| 3 | Technology | 13.36% |
| 4 | Consumer Discretionary | 8.06% |
| 5 | Industrials | 6.42% |
Similar funds
Ken Fisher's Q2 2016 Portfolio in Review
As of Q2 2016, Ken Fisher held 787 positions worth $53.9B, up 2.4% from $52.6B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Ken Fisher's Q2 2016 filing shows 43 new, 284 increased, 281 reduced and 42 closed positions. Its largest new stake was DST Systems Inc.: 280,332 shares worth $16.9M. The largest sale was Amazon, an estimated $351M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 18% a quarter earlier, followed by Healthcare and Technology.
- Ken Fisher's largest Q2 2016 buy was DST Systems Inc.: 280,332 shares worth $16.9M.
- Ken Fisher added most to Walmart Inc in Q2 2016, an estimated $323M increase.
- Ken Fisher's biggest Q2 2016 reduction was Amazon, cutting an estimated $351M.
- Ken Fisher fully exited Embraer S.A. ADS in Q2 2016, selling an estimated $104M.
- Ken Fisher's ten largest holdings make up 23% of its $53.9B portfolio in Q2 2016.
- Ken Fisher opened 43 new positions and closed 42 in Q2 2016.
- Ken Fisher's portfolio value rose 2.4% quarter-over-quarter to $53.9B.
Based on Fisher Asset Management's 13F filing for Q2 2016, filed 12 Jul 2016.