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 7-10 Year Treasury Bond ETF
IEF
|
+$715M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$350M |
| 3 |
NVIDIA
NVDA
|
+$223M |
| 4 |
Emerson Electric
EMR
|
+$173M |
| 5 |
Apple
AAPL
|
+$159M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wynn Resorts
WYNN
|
+$155M |
| 2 |
Blackrock
BLK
|
+$134M |
| 3 |
Expedia Group
EXPE
|
+$131M |
| 4 |
Haleon
HLN
|
+$130M |
| 5 |
Intuit
INTU
|
+$118M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.36% |
| 2 | Financials | 13.4% |
| 3 | Consumer Discretionary | 9.1% |
| 4 | Healthcare | 9.06% |
| 5 | Industrials | 7.84% |
Similar funds
Ken Fisher's Q4 2024 Portfolio in Review
As of Q4 2024, Ken Fisher held 1,024 positions worth $251B, up 3% from $244B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Ken Fisher's Q4 2024 filing shows 105 new, 508 increased, 309 reduced and 49 closed positions. Its largest new stake was Mercury Systems: 395,265 shares worth $16.6M. The largest sale was Wynn Resorts, an estimated $155M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.
- Ken Fisher's largest Q4 2024 buy was Mercury Systems: 395,265 shares worth $16.6M.
- Ken Fisher added most to iShares 7-10 Year Treasury Bond ETF in Q4 2024, an estimated $715M increase.
- Ken Fisher's biggest Q4 2024 reduction was Wynn Resorts, cutting an estimated $155M.
- Ken Fisher fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $76.8M.
- Ken Fisher's ten largest holdings make up 35% of its $251B portfolio in Q4 2024.
- Ken Fisher opened 105 new positions and closed 49 in Q4 2024.
- Ken Fisher's portfolio value rose 3% quarter-over-quarter to $251B.
Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.