Ken Fisher

Ken Fisher

Last Update: 07-17-2015

Number of Stocks: 592
Number of New Stocks: 57

Total Value: $49,932 Mil
Q/Q Turnover: 5%

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:

(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
RY Royal Bank Of Canada 2015-06-30 Reduce-0.82%$60.36 - $67.28
($64.32)
$ 57.79-10%Reduce 98.48%102,319
RHHBY Roche Holding AG 2015-06-30 Add0.8%$34.38 - $38.46
($36.09)
$ 35.95-0%Add 409.71%14,211,412
BAYRY Bayer AG 2015-06-30 Add0.59%$139.35 - $155
($147.22)
$ 148.131%Add 83.74%4,610,296
LVMUY LVMH Moet Hennessy Louis Vuitton SE 2015-06-30 Reduce-0.42%$34.59 - $38.18
($36.02)
$ 37.444%Reduce 42.81%7,863,768
INFY Infosys Ltd 2015-06-30 Add0.4%$15.31 - $18.16
($16.26)
$ 16.964%Add 139.20%21,667,231
BABA Alibaba Group Holding Ltd 2015-06-30 Buy 0.22%$79.54 - $93.88
($85.89)
$ 77.99-9%New holding1,306,608
BHP BHP Billiton Ltd 2015-06-30 Reduce-0.22%$40.71 - $49.48
($45.21)
$ 37.29-18%Reduce 98.25%39,745
CFRUY CIE FINANCIERE RICHEMONT SA 2015-06-30 Reduce-0.12%$8 - $9.16
($8.6)
$ 8.48-1%Reduce 37.49%11,560,058
HDB HDFC Bank Ltd 2015-06-30 Add0.12%$55.18 - $61.57
($58.07)
$ 62.978%Add 15.76%7,219,320
QRVO Qorvo Inc 2015-06-30 Reduce-0.11%$65.91 - $87.81
($77.56)
$ 57.52-26%Reduce 35.81%1,206,108
RIO Rio Tinto PLC 2015-06-30 Reduce-0.11%$40.96 - $46.88
($43.86)
$ 37.77-14%Reduce 97.84%27,984
OUTR Outerwall Inc 2015-06-30 Sold Out -0.09%$65.56 - $83.1
($72.86)
$ 68.64-6%Sold Out0
TSM Taiwan Semiconductor Manufacturing Co Ltd 2015-06-30 Add0.09%$22.38 - $25.41
($23.86)
$ 21.72-9%Add 7.85%26,614,379
KBH KB Home 2015-06-30 Buy 0.08%$14.26 - $17.32
($15.27)
$ 15.512%New holding2,497,815
PRGO Perrigo Co PLC 2015-06-30 Reduce-0.08%$163.73 - $203.69
($190.23)
$ 192.501%Reduce 49.28%233,870
TTM Tata Motors Ltd 2015-06-30 Add0.08%$34.01 - $46.35
($39.91)
$ 29.68-26%Add 17.74%8,177,327
FB Facebook Inc 2015-06-30 Add0.06%$77.46 - $88.86
($81.67)
$ 94.1415%Add 4965.43%360,557
GSK GlaxoSmithKline PLC 2015-06-30 Add0.06%$41.65 - $48.23
($45.06)
$ 43.51-3%Add 7.22%11,533,371
LQD iShares IBoxx $ Invest Grade Corp Bd Fd 2015-06-30 Add0.06%$114.94 - $122.22
($118.55)
$ 116.29-2%Add 2.27%11,544,005
MGNT.UK Magnit PJSC 2015-06-30 Add0.06%$49.03 - $60.2
($55.33)
$ 53.76-3%Add 15.62%3,774,488
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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
7.7% 4.7% 7.1%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
AAPL11,012,3261,381,221
LQD11,544,0051,335,872
FIGY11,089,3881,304,112
AMZN2,490,5421,081,120
PFE31,816,7491,066,816
WFC18,703,5661,051,889
JNJ10,641,7561,037,146
V14,549,446976,995
DIS8,448,724964,337
JPM13,741,257931,108
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.5% 22.5%
Healthcare 16.2% 16.2%
Consumer Cyclical 12.9% 12.9%
Technology 7% 7%
Consumer Defensive 4.9% 4.9%
Energy 1.7% 1.7%
Communication Services 1.5% 1.5%
Basic Materials 1.1% 1.1%
Industrials 0.9% 0.9%
Real Estate 0.9% 0.9%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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