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 |
NextEra Energy
NEE
|
+$703M |
| 2 |
UnitedHealth
UNH
|
+$671M |
| 3 |
3M
MMM
|
+$660M |
| 4 |
Walt Disney
DIS
|
+$506M |
| 5 |
Toyota
TM
|
+$476M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.39% |
| 2 | Consumer Discretionary | 12.64% |
| 3 | Financials | 11.77% |
| 4 | Healthcare | 10.94% |
| 5 | Communication Services | 6.4% |
Similar funds
Ken Fisher's Q2 2020 Portfolio in Review
As of Q2 2020, Ken Fisher held 986 positions worth $102B, up 27% from $80.6B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Ken Fisher's Q2 2020 filing shows 120 new, 322 increased, 361 reduced and 84 closed positions. Its largest new stake was American Tower: 1,761,637 shares worth $455M. The largest sale was Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes, an estimated $1.55B.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Consumer Discretionary and Financials.
- Ken Fisher's largest Q2 2020 buy was American Tower: 1,761,637 shares worth $455M.
- Ken Fisher added most to NextEra Energy in Q2 2020, an estimated $703M increase.
- Ken Fisher's biggest Q2 2020 reduction was Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes, cutting an estimated $1.55B.
- Ken Fisher fully exited Weibo in Q2 2020, selling an estimated $116M.
- Ken Fisher's ten largest holdings make up 32% of its $102B portfolio in Q2 2020.
- Ken Fisher opened 120 new positions and closed 84 in Q2 2020.
- Ken Fisher's portfolio value rose 27% quarter-over-quarter to $102B.
Based on Fisher Asset Management's 13F filing for Q2 2020, filed 7 Aug 2020.