Ken Fisher's $165 Billion Portfolio Revealed: Is Your Stock on the List?
May. 02, 2023 07:14 AMKey Points
- Fisher Asset Management increased its position value by $17.2 billion in Q1 2023.
- The portfolio of Fisher Asset Management consists of 1144 stocks worth $165 billion.
- The top five holdings of Fisher Asset Management are tech companies.
- Ken Fisher's investment strategy is focused on growth stocks with a long-term perspective.
- The Q1 2023 13F form reveals significant changes in Fisher Asset Management's holdings.
Ken Fisher's Q1 2023 13F filing has revealed an impressive increase in position value, with his portfolio now worth a whopping $165 billion, a significant increase from $148 billion. As the founder and executive chairman of Fisher Asset Management, LLC, Ken Fisher has built a reputation as one of the most successful investors of our time, and his portfolio holdings are always closely watched by the financial community.
The 13F filing shows that Fisher Asset Management's portfolio is now distributed across 1144 stocks, a slight increase from the previous quarter. While the filing doesn't reveal the names of all the stocks in the portfolio, it does give a glimpse into some of Fisher's top holdings and investment strategies.
One area where Fisher seems to be placing a significant emphasis is the technology sector, which accounts for a substantial portion of his portfolio. His holdings include some of the biggest names in tech, such as Apple, Amazon, and Microsoft. However, he has also shown a willingness to invest in emerging technology companies, such as artificial intelligence and machine learning startups.
Another area where Fisher has a significant presence is the healthcare sector. His portfolio includes major pharmaceutical companies like Johnson & Johnson and Pfizer, as well as smaller biotech firms that are focused on developing cutting-edge treatments for a variety of diseases.
- AAPL - Apple Inc. is a technology company that designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
- MSFT - Microsoft Corporation is a technology company that develops, licenses, and sells computer software, consumer electronics, personal computers, and related services.
- VCIT - Vanguard Intermediate-Term Corporate Bond ETF is an exchange-traded fund incorporated in the USA that seeks to track the performance of the Bloomberg Barclays U.S. 5-10 Year Corporate Bond Index.
- GOOGL - Alphabet Inc. is a holding company that gives ambitious projects the resources, freedom, and focus to make their ideas happen — and will be the parent company of Google, Nest, and other ventures.
- AMZN - Amazon.com, Inc. is a technology company that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence.
Here are brief descriptions of each company:
Apple Inc. is a technology company that designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories. It is one of the most valuable companies in the world.
Microsoft Corporation is a technology company that develops, licenses, and sells computer software, consumer electronics, personal computers, and related services. It is best known for its Windows operating system and Office productivity suite.
Vanguard Intermediate-Term Corporate Bond ETF is an exchange-traded fund that invests in investment-grade corporate bonds with maturities of 5 to 10 years. It is designed to provide investors with exposure to the corporate bond market while minimizing interest rate risk.
Alphabet Inc. is a holding company that gives ambitious projects the resources, freedom, and focus to make their ideas happen. It is the parent company of Google, Nest, and other ventures, and is involved in a wide range of businesses, from internet search to self-driving cars.
Amazon.com, Inc. is a technology company that specializes in e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the largest online retailers in the world and also provides services such as Amazon Web Services and Amazon Prime
In addition to technology and healthcare, Fisher has a diverse range of holdings across other sectors, such as financials, energy, and consumer goods. Some of his other notable holdings include JPMorgan Chase, ExxonMobil, and Procter & Gamble.
Overall, Fisher's Q1 2023 13F filing highlights his continued success as an investor and his ability to adapt to changing market conditions. As the financial landscape continues to evolve, it will be interesting to see how Fisher's portfolio evolves to reflect these changes.
