Ken Fisher

Ken Fisher

Last Update: 04-25-2017

Number of Stocks: 718
Number of New Stocks: 78

Total Value: $59,994 Mil
Q/Q Turnover: 5%

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
JPM JPMorgan Chase & Co 2017-03-31 Reduce-0.01%$83.3 - $93.6
($88.22)
$ 87.28-1%Reduce -0.41%13,889,188
LAZ Lazard Ltd 2017-03-31 Reduce-0.01%$40.61 - $45.99
($43.12)
$ 43.00-0%Reduce -6.18%1,610,274
LOCK LifeLock Inc 2017-03-31 Sold Out -0.01%$23.9 - $24
($23.95)
$ 23.990%Sold Out0
LSI Life Storage Inc 2017-03-31 Reduce-0.01%$79.5 - $88.73
($84.02)
$ 77.90-7%Reduce -4.36%850,609
LYG Lloyds Banking Group PLC 2017-03-31 Reduce-0.01%$3.21 - $3.54
($3.37)
$ 3.648%Reduce -1.83%103,337,539
MMM 3M Co 2017-03-31 Reduce-0.01%$174.18 - $193.01
($183.45)
$ 195.767%Reduce -39.85%58,769
MS Morgan Stanley 2017-03-31 Reduce-0.01%$41.58 - $46.83
($44.37)
$ 43.58-2%Reduce -4.46%2,205,157
MTU Mitsubishi UFJ Financial Group Inc 2017-03-31 Reduce-0.01%$6.23 - $6.92
($6.54)
$ 6.35-3%Reduce -13.15%7,188,355
NTCT NetScout Systems Inc 2017-03-31 Reduce-0.01%$30.6 - $38.35
($35.32)
$ 37.737%Reduce -4.48%3,166,443
NUVA NuVasive Inc 2017-03-31 Reduce-0.01%$66.16 - $75.83
($72.56)
$ 72.840%Reduce -3.12%1,354,648
PKI PerkinElmer Inc 2017-03-31 Reduce-0.01%$51.57 - $58.06
($54.53)
$ 59.289%Reduce -10.17%599,091
PLXS Plexus Corp 2017-03-31 Reduce-0.01%$53.09 - $58.2
($55.75)
$ 52.27-6%Reduce -6.38%735,892
PRGO Perrigo Co PLC 2017-03-31 Reduce-0.01%$66.39 - $87.23
($76.04)
$ 73.23-4%Reduce -6.52%481,172
PRXL Parexel International Corp 2017-03-31 Reduce-0.01%$61.25 - $71.44
($66.11)
$ 63.54-4%Reduce -3.75%2,160,308
QRVO Qorvo Inc 2017-03-31 Reduce-0.01%$52.9 - $69.08
($64.25)
$ 68.006%Reduce -5.36%1,093,505
RDY Dr Reddy's Laboratories Ltd 2017-03-31 Reduce-0.01%$39.05 - $46.7
($43.18)
$ 40.70-6%Reduce -1.23%5,552,562
RJF Raymond James Financial Inc 2017-03-31 Reduce-0.01%$69.68 - $81.04
($76.33)
$ 74.72-2%Reduce -6.45%1,469,487
SCHYY Sands China Ltd 2017-03-31 Reduce-0.01%$40.5 - $47
($43.73)
$ 45.935%Reduce -81.14%14,095
SF Stifel Financial Corp 2017-03-31 Reduce-0.01%$47.46 - $55.83
($51.82)
$ 49.03-5%Reduce -4.52%2,094,744
SHY iShares 1-3 Year Treasury Bond 2017-03-31 Reduce-0.01%$84.24 - $84.63
($84.46)
$ 84.580%Reduce -15.66%218,940
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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.
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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
5.1% 4% 6.8%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD19,719,9732,325,182
AMZN2,024,7561,795,028
AAPL11,638,3951,671,972
FIGY9,993,6001,440,578
JNJ11,093,8981,381,745
V15,163,9681,347,622
HD8,649,7981,270,050
MSFT18,652,5321,228,456
JPM13,889,1881,220,026
PFE32,759,5301,120,704
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 20.8% 20.8%
Healthcare 13.5% 13.5%
Consumer Cyclical 12.5% 12.5%
Consumer Defensive 6.4% 6.4%
Technology 6.1% 6.1%
Communication Services 2.6% 2.6%
Energy 1.5% 1.5%
Basic Materials 1.1% 1.1%
Real Estate 0.7% 0.7%
Industrials 0.6% 0.6%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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