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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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
AVA Avista Corp 2015-06-30 Reduce$30.41 - $34.25
($32.26)
$ 32.270%Reduce 1.10%846,850
AXE Anixter International Inc 2015-06-30 Reduce$64.24 - $78.07
($70.89)
$ 64.99-8%Reduce 1.16%725,319
AZPN Aspen Technology Inc 2015-06-30 Reduce$38.1 - $46.52
($42.79)
$ 44.213%Reduce 0.54%2,340,690
BAM Brookfield Asset Management Inc 2015-06-30 Reduce$34.2 - $38.66
($36.25)
$ 34.90-4%Reduce 8.77%6,088
BIIB Biogen Inc 2015-06-30 Reduce$373.93 - $430.96
($401.66)
$ 313.25-22%Reduce 0.16%80,932
BIO Bio-Rad Laboratories Inc 2015-06-30 Reduce$134.45 - $151.23
($142.94)
$ 149.915%Reduce 0.79%286,216
BRS Bristow Group Inc 2015-06-30 Sold Out $52.49 - $62.9
($58.56)
$ 46.56-20%Sold Out0
BTI British American Tobacco PLC 2015-06-30 Reduce$103.77 - $114.13
($110.15)
$ 114.894%Reduce 5.32%3,343
BXS BancorpSouth Inc. 2015-06-30 Reduce$23.21 - $26.6
($24.65)
$ 25.222%Reduce 0.68%3,177,313
CAB Cabela's Inc 2015-06-30 Reduce$49.82 - $57.32
($52.95)
$ 44.72-16%Reduce 0.25%1,152,573
CDR Cedar Realty Trust Inc 2015-06-30 Sold Out $6.4 - $7.56
($6.96)
$ 6.68-4%Sold Out0
CELG Celgene Corp 2015-06-30 Reduce$107.54 - $120.34
($114.34)
$ 132.3716%Reduce 2.40%224,399
CEO CNOOC Ltd 2015-06-30 Sold Out $140.15 - $174.88
($157.69)
$ 127.53-19%Sold Out0
CFFN Capitol Federal Financial Inc 2015-06-30 Reduce$11.88 - $12.54
($12.17)
$ 12.02-1%Reduce 1.70%2,082,301
CHE Chemed Corp 2015-06-30 Reduce$115.25 - $132.8
($123.66)
$ 146.4618%Reduce 1.68%575,585
CIOXY Cielo SA 2015-06-30 Reduce$11.86 - $14.23
($13.34)
$ 13.350%Reduce 0.26%278,130
CNMD Conmed Corp 2015-06-30 Reduce$48.29 - $59.11
($53.87)
$ 57.036%Reduce 0.51%391,394
CPT Camden Property Trust 2015-06-30 Reduce$73.03 - $79.11
($75.74)
$ 78.584%Reduce 12.45%20,397
CSJ iShares Barclays 1-3 Year Credit Bond Fd 2015-06-30 Reduce$105.07 - $105.72
($105.43)
$ 105.10-0%Reduce 8.59%38,441
CSLLY CSL Ltd 2015-06-30 Reduce$32.97 - $37.72
($35.55)
$ 35.951%Reduce 3.25%132,595
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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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