Ken Fisher

Ken Fisher

Last Update: 2014-04-22

Number of Stocks: 541
Number of New Stocks: 57

Total Value: $44,340 Mil
Q/Q Turnover: 3%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MRO Marathon Oil Corp 2014-03-31 Sold Out $31.81 - $35.3
($33.72)
$ 40.7121%Sold Out0
AAUKY Anglo American PLC 2014-03-31 Reduce$10.1 - $13.18
($11.74)
$ 13.4414%Reduce -24.89%13,042
EFA iShares MSCI EAFE In... 2014-03-31 Reduce-0.47%$62.31 - $68.03
($66.12)
$ 68.233%Reduce -98.56%46,285
VOO Vanguard Index Funds 2014-03-31 Reduce-0.34%$159.61 - $172.46
($168.14)
$ 182.158%Reduce -99.05%8,585
FCS Fairchild Semiconduc... 2014-03-31 Reduce-0.15%$12.26 - $14.05
($13.33)
$ 16.322%Reduce -98.97%52,249
OVTI OmniVision Technolog... 2014-03-31 Reduce-0.12%$14.22 - $17.93
($16.23)
$ 22.7540%Reduce -99.24%22,888
CEO CNOOC Ltd 2014-03-31 Reduce-0.12%$147.88 - $187.66
($162.67)
$ 180.3511%Reduce -98.97%2,839
GILD Gilead Sciences Inc 2014-03-31 Reduce-0.07%$68.55 - $83.95
($78.28)
$ 90.5416%Reduce -40.46%601,758
TCEHY Tencent Holdings Ltd... 2014-03-31 Reduce-0.07%$12.43 - $16.62
($14.06)
$ 16.0814%Reduce -35.28%841,353
HP Helmerich & Payne In... 2014-03-31 Reduce-0.07%$81.95 - $107.7
($92.28)
$ 116.9627%Reduce -46.87%441,755
MRK Merck & Co Inc 2014-03-31 Reduce-0.06%$49.49 - $57.47
($54)
$ 58.218%Reduce -39.48%725,058
SCHYY Sands China Ltd 2014-03-31 Reduce-0.06%$70.82 - $85.89
($79.05)
$ 73.9-6%Reduce -26.26%838,429
ABBV AbbVie Inc 2014-03-31 Reduce-0.06%$46.83 - $53.68
($50.59)
$ 54.087%Reduce -45.03%627,139
GS Goldman Sachs Group ... 2014-03-31 Reduce-0.05%$159.82 - $179.37
($168.61)
$ 176.264%Reduce -45.46%145,904
SBH Sally Beauty Holding... 2014-03-31 Reduce-0.05%$27.46 - $30.67
($28.57)
$ 24.72-14%Reduce -25.62%2,242,425
PUK Prudential PLC 2014-03-31 Reduce-0.05%$38.88 - $46.7
($44.02)
$ 47.147%Reduce -24.93%1,433,308
SYT Syngenta AG 2014-03-31 Reduce-0.05%$67.48 - $79.94
($74.64)
$ 72.64-3%Reduce -33.5%581,599
LNVGY Lenovo Group Ltd 2014-03-31 Reduce-0.04%$19.98 - $27.86
($23.11)
$ 27.8821%Reduce -25.63%1,885,290
ADDYY Adidas AG 2014-03-31 Reduce-0.04%$52.15 - $64.23
($57.87)
$ 48.83-16%Reduce -25.25%862,449
CIOXY Cielo SA 2014-03-31 Reduce-0.04%$12.975 - $15.985
($14.01)
$ 20.2444%Reduce -36.72%1,056,487
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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)
FIGY11,822,4291,409,940
LQD9,676,8011,131,600
FBG21,783,5851,013,810
FEEU8,352,1461,030,490
AXP10,962,068986,915
PFE30,242,537971,390
JNJ9,977,824980,122
UTX8,049,968940,558
WFC17,694,752880,137
AMZN2,343,442788,252
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.7% 21.7%
Consumer Cyclical 13.2% 13.2%
Healthcare 12.4% 12.4%
Technology 6.6% 6.6%
Consumer Defensive 4.9% 4.9%
Energy 2.2% 2.2%
Basic Materials 2% 2%
Communication Services 1.3% 1.3%
Industrials 1.2% 1.2%
Real Estate 1.1% 1.1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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