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 MSCI Europe Financials ETF
EUFN
|
+$427M |
| 2 |
iShares Global Energy ETF
IXC
|
+$357M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$322M |
| 4 |
iShares MSCI Spain ETF
EWP
|
+$194M |
| 5 |
FRLG
Large Cap Growth Index-Linked Exchange Traded Notes due 2028
FRLG
|
+$193M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$208M |
| 2 |
ING
ING
|
+$123M |
| 3 |
Banco Bilbao Vizcaya Argentaria
BBVA
|
+$90.3M |
| 4 |
Banco Santander
SAN
|
+$82.1M |
| 5 |
Freeport-McMoran
FCX
|
+$57.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.57% |
| 2 | Financials | 12.78% |
| 3 | Healthcare | 11.18% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Energy | 6.24% |
Similar funds
Ken Fisher's Q2 2019 Portfolio in Review
As of Q2 2019, Ken Fisher held 967 positions worth $90.5B, up 6% from $85.3B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Ken Fisher's Q2 2019 filing shows 105 new, 388 increased, 294 reduced and 65 closed positions. Its largest new stake was State Street SPDR S&P Metals & Mining ETF: 3,272,430 shares worth $92.9M. The largest sale was TotalEnergies, an estimated $208M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.
- Ken Fisher's largest Q2 2019 buy was State Street SPDR S&P Metals & Mining ETF: 3,272,430 shares worth $92.9M.
- Ken Fisher added most to iShares MSCI Europe Financials ETF in Q2 2019, an estimated $427M increase.
- Ken Fisher's biggest Q2 2019 reduction was TotalEnergies, cutting an estimated $208M.
- Ken Fisher fully exited Rowan Companies Plc in Q2 2019, selling an estimated $10.6M.
- Ken Fisher's ten largest holdings make up 27% of its $90.5B portfolio in Q2 2019.
- Ken Fisher opened 105 new positions and closed 65 in Q2 2019.
- Ken Fisher's portfolio value rose 6% quarter-over-quarter to $90.5B.
Based on Fisher Asset Management's 13F filing for Q2 2019, filed 30 Jul 2019.