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 Sold 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
WMMVY Wal - Mart de Mexico... 2014-09-30 Reduce$24.99 - $27.24
($26.22)
$ 21.11-20%Reduce -28.58%15,423
INCY Incyte Corp Ltd 2014-09-30 Reduce$45.35 - $55.78
($50.07)
$ 77.0554%Reduce -38.28%7,545
IDCBY Industrial And Comme... 2014-09-30 Reduce$12.52 - $13.75
($13.26)
$ 13.794%Reduce -91.32%12,278
GIS General Mills Inc 2014-09-30 Reduce$50.12 - $53.82
($52.47)
$ 53.512%Reduce -33.56%7,392
FCX Freeport-McMoRan Inc 2014-09-30 Reduce$32.4 - $39.04
($36.39)
$ 22.82-37%Reduce -28.94%9,124
EFA iShares MSCI EAFE In... 2014-09-30 Reduce$64.29 - $69.22
($66.75)
$ 61.61-8%Reduce -32.69%20,289
CPST Capstone Turbine Cor... 2014-09-30 Reduce$1.03 - $1.52
($1.28)
$ 0.75-41%Reduce -66.67%10,000
CPOKY Charoen Pokphand Foo... 2014-09-30 Reduce$3.25 - $3.94
($3.58)
$ 3.19-11%Reduce -59.12%24,544
COP ConocoPhillips 2014-09-30 Reduce$77.57 - $86.76
($81.84)
$ 69.75-15%Reduce -46.03%13,252
BTI British American Tob... 2014-09-30 Reduce$114.33 - $122.92
($118.28)
$ 108.71-8%Reduce -35.13%3,564
BSMX Grupo Financiero San... 2014-09-30 Reduce$13.01 - $15.06
($13.81)
$ 10.13-27%Reduce -38.95%16,984
BKKLY Bangkok Bank PCL 2014-09-30 Reduce$30.3 - $34.36
($31.74)
$ 28.87-9%Reduce -32.65%10,648
APNHY Aspen Pharmacare Hol... 2014-09-30 Reduce$27.7 - $31.4
($29.09)
$ 33.1514%Reduce -38.4%14,024
ALGN Align Technology Inc 2014-09-30 Reduce$51.62 - $57.14
($54.46)
$ 56.13%Reduce -56.3%9,228
ABT Abbott Laboratories 2014-09-30 Reduce$41.05 - $43.69
($42.33)
$ 45.778%Reduce -37.53%11,261
ZNGA Zynga Inc 2014-09-30 Sold Out $2.79 - $3.24
($2.99)
$ 2.44-18%Sold Out0
IRBT iRobot Corp 2014-09-30 Reduce$30.6 - $41.66
($34.2)
$ 35.714%Reduce -48.89%18,790
KMP Kinder Morgan Energy... 2014-09-30 Reduce$79.93 - $98.9
($89.28)
$ 102.0314%Reduce -50.26%2,183
LOCK LifeLock Inc 2014-09-30 Reduce$12.37 - $15.56
($14.06)
$ 17.1422%Reduce -49.18%53,123
WFM Whole Foods Market I... 2014-09-30 Reduce$36.46 - $39.8
($38.2)
$ 48.9628%Reduce -40.58%17,589
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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)
FIGY11,784,5881,443,540
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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