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 |
Adobe
ADBE
|
+$312M |
| 2 |
Salesforce
CRM
|
+$299M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$263M |
| 4 |
Netflix
NFLX
|
+$250M |
| 5 |
ConocoPhillips
COP
|
+$246M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PepsiCo
PEP
|
+$755M |
| 2 |
Procter & Gamble
PG
|
+$520M |
| 3 |
UN
Unilever NV New York Registry Shares
UN
|
+$179M |
| 4 |
Televisa
TV
|
+$119M |
| 5 |
Vanguard Industrials ETF
VIS
|
+$81M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.39% |
| 2 | Financials | 12.97% |
| 3 | Healthcare | 11.55% |
| 4 | Consumer Discretionary | 8.66% |
| 5 | Energy | 7.16% |
Similar funds
Ken Fisher's Q1 2019 Portfolio in Review
As of Q1 2019, Ken Fisher held 944 positions worth $85.3B, up 17% from $73.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Ken Fisher's Q1 2019 filing shows 78 new, 319 increased, 366 reduced and 82 closed positions. Its largest new stake was Hess: 2,044,909 shares worth $123M. The largest sale was PepsiCo, an estimated $755M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
- Ken Fisher's largest Q1 2019 buy was Hess: 2,044,909 shares worth $123M.
- Ken Fisher added most to Adobe in Q1 2019, an estimated $312M increase.
- Ken Fisher's biggest Q1 2019 reduction was PepsiCo, cutting an estimated $755M.
- Ken Fisher fully exited Televisa in Q1 2019, selling an estimated $119M.
- Ken Fisher's ten largest holdings make up 26% of its $85.3B portfolio in Q1 2019.
- Ken Fisher opened 78 new positions and closed 82 in Q1 2019.
- Ken Fisher's portfolio value rose 17% quarter-over-quarter to $85.3B.
Based on Fisher Asset Management's 13F filing for Q1 2019, filed 22 Apr 2019.