Ken Fisher

Ken Fisher

Last Update: 2014-11-10

Number of Stocks: 545
Number of New Stocks: 47

Total Value: $46,911 Mil
Q/Q Turnover: 2%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LQD iShares IBoxx $ Inve... 2014-09-30 Add0.12%$117.44 - $120.58
($118.92)
$ 119.380%Add 4.58%10,830,699
CHE Chemed Corp 2014-09-30 Buy 0.12%$94.37 - $107.31
($101.51)
$ 106.525%New holding, 530910 sh.530,910
PBR Petroleo Brasileiro ... 2014-09-30 Add0.1%$14.44 - $20.65
($16.85)
$ 7.11-58%Add 24618.8%3,160,542
NUVA NuVasive Inc 2014-09-30 Add0.06%$32.48 - $38.215
($35.57)
$ 47.935%Add 250.09%1,177,679
GB Greatbatch Inc 2014-09-30 Buy 0.06%$42.95 - $51
($46.83)
$ 48.834%New holding, 609572 sh.609,572
SFG StanCorp Financial G... 2014-09-30 Buy 0.05%$59.94 - $66.09
($63.35)
$ 69.5110%New holding, 397611 sh.397,611
PRI Primerica Inc 2014-09-30 Buy 0.05%$45.85 - $51.06
($48.32)
$ 54.2412%New holding, 486142 sh.486,142
BABY Natus Medical Inc 2014-09-30 Buy 0.04%$24.29 - $29.4
($27.61)
$ 35.6729%New holding, 548495 sh.548,495
CNMD Conmed Corp 2014-09-30 Add0.03%$36.53 - $45.36
($39.62)
$ 44.8613%Add 514.87%413,810
IBN ICICI Bank Ltd 2014-09-30 Buy 0.02%$9.4 - $10.99
($10.3)
$ 11.5612%New holding, 212900 sh.1,064,500
AIR AAR Corp 2014-09-30 Add0.02%$24.71 - $28.53
($27.16)
$ 27.30%Add 51.71%1,058,330
AMGN Amgen Inc 2014-09-30 Add0.02%$115.39 - $144.01
($130.57)
$ 170.1730%Add 83.59%156,629
MTH Meritage Homes Corp 2014-09-30 Add0.02%$36.18 - $43.1
($40.16)
$ 35.01-13%Add 25.18%1,308,425
LLY Eli Lilly and Co 2014-09-30 Add0.02%$60.35 - $66.59
($63.3)
$ 72.414%Add 2742.47%119,810
HEI Heico Corp 2014-09-30 Add0.02%$47.64 - $54.4
($50.97)
$ 58.0114%Add 23.6%979,126
CFRUY CIE FINANCIERE RICHE... 2014-09-30 Add0.02%$8.245 - $10.415
($9.52)
$ 9.03-5%Add 110.73%1,810,758
CELG Celgene Corp 2014-09-30 Add0.02%$83.13 - $96.21
($90.29)
$ 117.1830%Add 77.12%232,137
BCS Barclays PLC 2014-09-30 Add0.02%$14.26 - $15.53
($14.85)
$ 14.930%Add 2426.98%761,505
UMBF UMB Financial Corp 2014-09-30 Add0.02%$55.06 - $64.49
($57.64)
$ 56.82-1%Add 32.01%796,275
UFPI Universal Forest Pro... 2014-09-30 Buy 0.01%$43.45 - $49.47
($46.29)
$ 51.8112%New holding, 69265 sh.69,265
Premium Real Time Picks are included for Premium Members only!!
*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)
FIGY11,784,5881,443,540
LQD10,830,6991,280,400
JNJ10,446,1561,113,460
AAPL10,741,1851,082,170
WFC18,557,016962,552
FEEU8,208,233969,967
AXP11,387,462996,858
PFE31,702,495937,443
UTX8,381,490885,085
GE30,801,556789,136
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.6% 22.6%
Healthcare 14.7% 14.7%
Consumer Cyclical 11.4% 11.4%
Technology 7.5% 7.5%
Consumer Defensive 4.8% 4.8%
Energy 2.2% 2.2%
Basic Materials 1.6% 1.6%
Communication Services 1.4% 1.4%
Industrials 1.1% 1.1%
Real Estate 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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