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 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$607M |
| 2 |
Vodafone
VOD
|
+$318M |
| 3 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
+$267M |
| 4 |
Alibaba
BABA
|
+$228M |
| 5 |
Itaú Unibanco
ITUB
|
+$137M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$545M |
| 2 |
GE Aerospace
GE
|
+$284M |
| 3 |
NXP Semiconductors
NXPI
|
+$121M |
| 4 |
MENT
Mentor Graphics Corp
MENT
|
+$63.3M |
| 5 |
Heartland Express
HTLD
|
+$45.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 22.33% |
| 2 | Financials | 19.82% |
| 3 | Technology | 14.55% |
| 4 | Healthcare | 12.32% |
| 5 | Consumer Discretionary | 8.69% |
Similar funds
Ken Fisher's Q1 2017 Portfolio in Review
As of Q1 2017, Ken Fisher held 865 positions worth $62.4B, up 8.7% from $57.4B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Ken Fisher's Q1 2017 filing shows 82 new, 252 increased, 334 reduced and 92 closed positions. Its largest new stake was Vodafone: 12,420,913 shares worth $328M. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $545M.
By sector, the portfolio is most concentrated in Miscellaneous at 22% of assets, up from 22% a quarter earlier, followed by Financials and Technology.
- Ken Fisher's largest Q1 2017 buy was Vodafone: 12,420,913 shares worth $328M.
- Ken Fisher added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2017, an estimated $607M increase.
- Ken Fisher's biggest Q1 2017 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $545M.
- Ken Fisher fully exited NXP Semiconductors in Q1 2017, selling an estimated $121M.
- Ken Fisher's ten largest holdings make up 24% of its $62.4B portfolio in Q1 2017.
- Ken Fisher opened 82 new positions and closed 92 in Q1 2017.
- Ken Fisher's portfolio value rose 8.7% quarter-over-quarter to $62.4B.
Based on Fisher Asset Management's 13F filing for Q1 2017, filed 25 Apr 2017.