Ken Fisher

Ken Fisher

Last Update: 2014-07-25

Number of Stocks: 558
Number of New Stocks: 80

Total Value: $47,563 Mil
Q/Q Turnover: 10%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Ken Fisher Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MRK Merck & Co Inc 2014-06-30 Add0.7%$54.83 - $59.62
($57.16)
$ 58.082%Add 791.55%6,464,243
BAYRY Bayer AG 2014-06-30 Add0.6%$126.84 - $144.81
($138.38)
$ 135.66-2%Add 750.48%2,302,369
LYG Lloyds Banking Group... 2014-06-30 Add0.59%$4.83 - $5.53
($5.19)
$ 5.231%Add 65.13%134,527,730
UBS UBS AG 2014-06-30 Add0.48%$18.34 - $21.15
($20.12)
$ 17.68-12%Add 47.64%39,171,163
PACW PacWest Bancorp 2014-06-30 Buy 0.21%$38.57 - $47.09
($41.65)
$ 42.522%New holding, 2305378 sh.2,305,378
TSM Taiwan Semiconductor... 2014-06-30 Add0.2%$19.62 - $21.69
($20.58)
$ 20.721%Add 25.72%21,688,880
LQD iShares IBoxx $ Inve... 2014-06-30 Add0.17%$116.15 - $120.06
($118.3)
$ 118.880%Add 7.03%10,356,623
RDY Dr Reddy Laboratorie... 2014-06-30 Add0.13%$38.67 - $46.08
($42.03)
$ 46.6411%Add 62.43%3,773,114
INFY Infosys Ltd 2014-06-30 Add0.13%$50.75 - $55.67
($53.19)
$ 55.645%Add 74.35%2,714,973
AAPL Apple Inc 2014-06-30 Add0.12%$73.994 - $94.25
($84.99)
$ 98.1516%Add 5.86%10,744,159
GOOGL Google Inc 2014-06-30 Add0.11%$518 - $585.93
($551.75)
$ 595.448%Add 14.02%745,519
USB U.S. Bancorp 2014-06-30 Add0.1%$40.15 - $43.82
($41.71)
$ 42.923%Add 14806.9%1,094,467
WPPGY WPP PLC 2014-06-30 Add0.1%$101.52 - $109.77
($106.42)
$ 102.07-4%Add 439.35%506,468
UMPQ Umpqua Holdings Corp 2014-06-30 Buy 0.1%$15.99 - $19.28
($17.36)
$ 17.18-1%New holding, 2581006 sh.2,581,006
HEI Heico Corp 2014-06-30 Add0.08%$49.89 - $61.78
($54.9)
$ 50.12-9%Add 887.78%792,198
UMBF UMB Financial Corp 2014-06-30 Buy 0.08%$54.81 - $66.43
($59.56)
$ 57.4-4%New holding, 603215 sh.603,215
GILD Gilead Sciences Inc 2014-06-30 Add0.07%$65.48 - $83.02
($77.76)
$ 93.7921%Add 62.11%975,483
SNN Smith & Nephew PLC 2014-06-30 Add0.07%$73.17 - $97.27
($81.7)
$ 88.028%Add 36.95%1,361,425
TTM Tata Motors Ltd 2014-06-30 Add0.07%$36.02 - $40.94
($38.4)
$ 39.713%Add 20.82%4,596,805
CNI Canadian National Ra... 2014-06-30 Add0.06%$54.65 - $64.32
($59.39)
$ 67.6814%Add 75%1,127,110
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Ken Fisher's Profile:

Ken Fisher is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been writing Forbes' prestigious "Portfolio Strategy" column for over two decades, making him one of the longest running columnists in the magazine's 85+ year history. During his many years of money management and market commentary, Ken has distinguished himself by making numerous, accurate market calls, often in direct opposition to Wall Street's consensus forecast. He is the son of legendary investor Philip A. Fisher, and Ken is the only industry professional his father ever trained. Ken has also written three major finance books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed in many major global finance and business periodicals.



Ken Fisher's Performance:

Average Annual Return of Purisima Total Return (PURIX)
5 Yrs 10 Yrs Since Inception
13.5% 5% 7.2%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
FIGY11,903,7311,563,750
LQD10,356,6231,235,130
JNJ10,448,4481,093,120
FEEU8,297,9361,099,330
AXP11,381,9521,079,810
AAPL10,744,159998,455
PFE31,482,489934,400
UTX8,275,881955,451
WFC18,549,738974,974
AMZN2,466,455801,055
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.3% 22.3%
Healthcare 13.8% 13.8%
Consumer Cyclical 11.8% 11.8%
Technology 7.6% 7.6%
Consumer Defensive 4.7% 4.7%
Energy 2.3% 2.3%
Basic Materials 1.8% 1.8%
Communication Services 1.4% 1.4%
Industrials 1.3% 1.3%
Real Estate 1% 1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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