11/29/2010

Ken Fisher’s Current Investment Portfolio

Kenneth Fisher is an American businessman, founder and chairman as well as CEO of Fisher Investments, a money management firm headquartered in California. Fisher writes the monthly “Portfolio Strategy” column in Forbes magazine. Ken Fisher is one of the richest Americans and part of the Forbes 400 list of world billionaires. As of 2009, his worth was estimated at USD 1.4 billion. Funds run by Ken Fisher at Fisher Asset Management were valued at USD 31.58 billion.

Here is a top 30 list of his investment positions as of September 30, 2010 according to the most recent form 13F-HR filed with the SEC. During the quarter Ken Fisher had 524 total positions. The sector allocations of Ken Fisher's portfolio went as follows:

Industrials: 18%
Technology: 15.5%
Basic Materials: 10.3%
Oil & Gas: 10.2%
Financials: 10.2%
Consumer Goods: 9.3%
Consumer Services: 7%
Health Care: 3.8%
Telecommunications: 1.1%
Utilities: 0.4%

Ken Fisher's top stock initiations, closings, buys, and sells:

Top positions closed out by Ken Fisher: TEX, PGF, LVLT, UNH, GIS
Top positions initiated by Ken Fisher: TMK, CINF, SIRI
Top positions decreased by Ken Fisher: IEF, NFLX, NNN, RDC, AZN
Top positions increased by Ken Fisher: WFC, LQD, SPIL, MT, PL




Related stock ticker symbols:
EEM, BIDU, SI, OXY, CAT, LQD, FCX, APC, ORCL, NSRGY, CSCO, SLB, BHP, PPG, AMAT, UN, CS, MSFT, UTX, BNS, ABB, EMC, DOV, JNJ, RIO, VALE, FO, HMC, INTC, PBR



Selected Articles:

Dogs of the Dow Jones Industrial Average as of November 2010
Thomas Boone Pickens Current Investment Portfolio 2010
George Soros Current Investment Portfolio 2010
Warren Buffett’s Current Dividend Portfolio
Ken Fisher’s Current Investment Portfolio as of June 2010

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