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Fisher Asset Management, LLC INSTITUTION : Kenneth L. Fisher (Fisher Asset Management, LLC )
Fisher founded Fisher Investments in 1979, which now manages over $45 billion (as of September 30, 2007) for private clients and institutions. The firm also has a significant presence in both the UK and Germany. Kenneth L. Fisher is the youngest son of Philip A. Fisher, an investor and author of Common Stocks and Uncommon Profits. Ken Fisher has been writing the ?Portfolio Strategy? column in Forbes since 1984. Each column details Fisher?s personal market outlook, and usually has 4 to 6 recommended stocks. According to Forbes, all columnist's stock picks are measured once a year as if equal-sized investments are made at the time the stock pick is published with a 1% transaction fee. According to Fisher's January 28th, 2008 column, if an investor bought equal amounts of all 60 of Fisher's 2007 recommendations on the date they were published, the gross return would be 0.9%. (For comparison, using the same methodology for the same period, the S&P 500 would be down 0.5%). Fisher's stock picks for 2006 returned 15.7% versus S&P 500's 8.7% (again, using the same methodology). The Russell 3000 Value index returned 22.3%. Based on the Forbes recommendations, CXO Advisory Group ranks Fisher as the second most accurate market forecaster, as of February 12th, 2008, with the accuracy rate of 67%. (A modest decline from his previous ranking of #1, with 70% accuracy.)
Kenneth L. Fisher Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-28) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
APPLE INC    (COM) AAPL 3,564,196,000 14,016,263 4.41%
MICROSOFT CORP    (COM) MSFT 3,383,880,000 21,456,344 4.19%
VISA INC    (COM) V 3,273,812,000 20,319,088 4.05%
AMAZON COM INC COM    (COM) AMZN 3,157,210,000 1,619,314 3.91%
ALIBABA GROUP HLDG LTD ADR    (COM) BABA 2,579,651,000 13,264,349 3.19%
VANGUARD FDS INT-TERM CORP    (COM) VCIT 2,434,903,000 27,958,469 3.01%
ISHARES TR IBOXX INV CP ETF    (COM) LQD 1,839,339,000 14,892,227 2.28%
ALPHABET INC CLASS A    (COM) GOOGL 1,736,478,000 1,494,451 2.15%
ADOBE INC    (COM) ADBE 1,633,171,000 5,131,883 2.02%
SALESFORCE COM INC    (COM) CRM 1,565,566,000 10,873,498 1.94%
TENCENT HLDGS LTD ADR ADR    (COM) TCEHY 1,541,414,000 31,423,824 1.91%
INTEL CORP    (COM) INTC 1,504,643,000 27,801,984 1.86%
TAIWAN SEMICONDUCTOR MFG L ADR    (COM) TSM 1,418,133,000 29,674,267 1.75%
WALMART INC    (COM) WMT 1,221,139,000 10,747,572 1.51%
NETFLIX INC COM    (COM) NFLX 1,218,443,000 3,244,854 1.51%
AMERICAN EXPRESS CO    (COM) AXP 1,201,888,000 14,039,112 1.49%
FI ENHANCED LRG CAP GROWTH CS    (COM) FLGE 1,174,977,000 5,168,082 1.45%
HOME DEPOT INC    (COM) HD 1,159,042,000 6,207,713 1.43%
FI ENHANCED GLBL HIGH YLD UBS    (COM) 1,077,703,000 9,364,815 1.33%
NOVO-NORDISK A S ADR    (COM) NVO 922,568,000 15,325,055 1.14%

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