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 |
ExxonMobil
XOM
|
+$1.18B |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$340M |
| 3 |
Coca-Cola
KO
|
+$280M |
| 4 |
NVIDIA
NVDA
|
+$274M |
| 5 |
iShares US Pharmaceuticals ETF
IHE
|
+$209M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
|
+$828M |
| 2 |
ABB
ABB Ltd
ABB
|
+$679M |
| 3 |
NextEra Energy
NEE
|
+$553M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$231M |
| 5 |
PepsiCo
PEP
|
+$224M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30% |
| 2 | Financials | 12.45% |
| 3 | Consumer Discretionary | 10.07% |
| 4 | Healthcare | 9.87% |
| 5 | Industrials | 7.68% |
Similar funds
Ken Fisher's Q4 2023 Portfolio in Review
As of Q4 2023, Ken Fisher held 1,269 positions worth $189B, up 7.3% from $176B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Ken Fisher withdrew a net $8.48B in Q4 2023, closing 288 positions and reducing 487 holdings. Its most notable exit was SIEMENS AKTIENGESELLSCHAFT ADS, an estimated $828M position sold in full.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Ken Fisher opened a new position in Veralto worth $93.6M.
- Ken Fisher's largest Q4 2023 buy was Veralto: 1,137,890 shares worth $93.6M.
- Ken Fisher added most to ExxonMobil in Q4 2023, an estimated $1.18B increase.
- Ken Fisher's biggest Q4 2023 reduction was NextEra Energy, cutting an estimated $553M.
- Ken Fisher fully exited SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2023, selling an estimated $828M.
- Ken Fisher's ten largest holdings make up 31% of its $189B portfolio in Q4 2023.
- Ken Fisher opened 101 new positions and closed 288 in Q4 2023.
- Ken Fisher's portfolio value rose 7.3% quarter-over-quarter to $189B.
Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.