Ken Fisher

Ken Fisher

Last Update: 11-09-2016

Number of Stocks: 720
Number of New Stocks: 65

Total Value: $53,999 Mil
Q/Q Turnover: 4%

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
HSIC Henry Schein Inc 2016-09-30 Reduce-0.01%$158.86 - $181.78
($169.27)
$ 149.83-11%Reduce -3.49%479,454
SIEGY Siemens AG 2016-09-30 Reduce-0.01%$97.51 - $121.82
($113.22)
$ 117.304%Reduce -1.77%3,850,253
TSS Total System Services Inc 2016-09-30 Reduce-0.01%$46.58 - $56.43
($50.18)
$ 48.65-3%Reduce -10.04%476,892
UTX United Technologies Corp 2016-09-30 Reduce-0.01%$100.1 - $109.69
($105.38)
$ 107.612%Reduce -0.54%8,317,013
VGK Vanguard FTSEEuropean 2016-09-30 Reduce-0.01%$44.92 - $49.95
($48.13)
$ 46.67-3%Reduce -14.08%492,810
V Visa Inc 2016-09-30 Reduce-0.01%$74.06 - $83.36
($80.06)
$ 77.32-3%Reduce -0.40%14,764,995
ADP Automatic Data Processing Inc 2016-09-30 Sold Out $86.56 - $95.72
($90.61)
$ 95.846%Sold Out0
AGG iShares Core U.S. Aggregate Bond 2016-09-30 Sold Out $111.51 - $113.25
($112.44)
$ 108.11-4%Sold Out0
APVO Aptevo Therapeutics Inc 2016-09-30 Sold Out $2.2 - $8
($3.23)
$ 1.90-41%Sold Out0
EMC EMC Corp 2016-09-30 Sold Out $27.29 - $29.05
($28.27)
$ 29.053%Sold Out0
EPD Enterprise Products Partners LP 2016-09-30 Sold Out $25.96 - $29.93
($27.63)
$ 25.64-7%Sold Out0
FTV Fortive Corp 2016-09-30 Sold Out $47.5 - $53.66
($50.87)
$ 54.006%Sold Out0
GNTX Gentex Corp 2016-09-30 Sold Out $14.95 - $18.28
($17.28)
$ 18.748%Sold Out0
GPC Genuine Parts Co 2016-09-30 Sold Out $96.74 - $105.24
($101.42)
$ 96.90-4%Sold Out0
HEINY Heineken NV 2016-09-30 Sold Out $43.23 - $47.11
($45.01)
$ 36.69-18%Sold Out0
HOLX Hologic Inc 2016-09-30 Sold Out $34.44 - $39.03
($37.75)
$ 38.221%Sold Out0
IRY SPDR S&P International Health Care Sector 2016-09-30 Sold Out $47.2 - $49.95
($48.57)
$ 42.26-13%Sold Out0
MDVN Medivation Inc 2016-09-30 Sold Out $60.12 - $81.44
($70.78)
$ 81.4415%Sold Out0
MMC Marsh & McLennan Companies Inc 2016-09-30 Sold Out $65.75 - $68.3
($66.98)
$ 68.532%Sold Out0
N NetSuite Inc 2016-09-30 Sold Out $73 - $110.69
($100.78)
$ 90.34-10%Sold Out0
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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
5.1% 4% 6.8%
» More Profile & Performance

Ken Fisher's Current Portfolio:

» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.9% 18.9%
Healthcare 14.7% 14.7%
Consumer Cyclical 12.3% 12.3%
Consumer Defensive 7.1% 7.1%
Technology 6.6% 6.6%
Communication Services 1.8% 1.8%
Energy 1.7% 1.7%
Basic Materials 1.1% 1.1%
Real Estate 0.9% 0.9%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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