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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: 2017-07-13) --- full portfolio
Company (links to holding history) Ticker Value On
2017-06-30
No of Shares % of portfolio
ISHARES TR IBOXX INV CP ETF    (COM) LQD 2,534,438,000 21,030,932 3.82%
AMAZON COM INC COM    (COM) AMZN 1,646,096,000 1,700,511 2.48%
JOHNSON& JOHNSON    (COM) JNJ 1,521,258,000 11,499,415 2.29%
APPLE INC    (COM) AAPL 1,520,651,000 10,558,609 2.29%
FI ENHANCED GLBL HIGH YLD BCS    (COM) FIGY 1,505,711,000 9,879,996 2.27%
VISA INC    (COM) V 1,464,483,000 15,616,151 2.20%
ALIBABA GROUP HLDG LTD ADR    (COM) BABA 1,453,929,000 10,318,873 2.19%
FIIG EU EM    (FUND) 1,252,661,000 11,088,442 1.88%
TAIWAN SEMICONDUCTOR MFG L ADR    (COM) TSM 1,205,116,000 34,471,281 1.81%
FI ENHANCED LRG CAP GROWTH CS    (COM) FLGE 1,146,520,000 6,419,199 1.72%
PFIZER INC    (COM) PFE 1,143,248,000 34,035,362 1.72%
MICROSOFT CORP    (COM) MSFT 1,103,239,000 16,005,206 1.66%
FI ENHANCED LRG CAP GROWTH UBS    (COM) FBGX 1,065,290,000 5,990,159 1.60%
ALPHABET INC CLASS A    (COM) GOOGL 949,674,000 1,021,506 1.43%
AMERICAN EXPRESS CO    (COM) AXP 947,477,000 11,247,348 1.42%
HOME DEPOT INC    (COM) HD 817,184,000 5,327,142 1.23%
FI ENHANCED GLBL HIGH YLD UBS    (COM) 774,303,000 5,173,054 1.16%
PROCTER AND GAMBLE CO    (COM) PG 752,613,000 8,635,829 1.13%
SOFTBANK GROUP CORP ADR ADR    (COM) SFTBY 731,384,000 18,067,106 1.10%
SIEMENS A G ADR    (COM) SI 715,203,000 10,420,749 1.07%


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