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Ken Fisher

Ken Fisher

Fisher Asset Management, LLC
Last Update: 2013-05-16

Number of Stocks: 474
Number of New Stocks: 48

Total Value: $37,628 Mil
Q/Q Turnover: 5%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $299/year. 7-Day FREE TRIAL

Ken Fisher Latest Trades :

Top Buys | Top Sells | Top Holdings
Download this portfolio to ExcelDownload (PremiumPremium Members Only)


Total Records: 3589   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (180)
TickerdownCompanyDate Action
 Impact Price Range
(Average)* 		Current Price Change from Average Comment Current Shares
XEC Cimarex Energy Compa... 2013-03-31 Buy $57.73 - $78.16
($66.97)		 $ 71.627%New holding, 3000 sh.3,000
WY Weyerhaeuser Co 2013-03-31 Add0.01%$27.82 - $31.5
($30.3)		 $ 32.056%Add 38.56%435,890
WU Western Union Compan... 2013-03-31 Sold Out -0.02%$13.36 - $15.04
($14.17)		 $ 16.4716%Sold Out0
WSM Williams-Sonoma, Inc... 2013-03-31 Reduce$43.6 - $51.52
($46.09)		 $ 56.723%Reduce -45.41%14,465
WPPGY WPP PLC 2013-03-31 Buy 0.02%$72.81 - $81.78
($78.55)		 $ 87.7512%New holding, 92542 sh.92,542
WMB Williams Companies I... 2013-03-31 Buy $32.74 - $37.46
($34.86)		 $ 37.247%New holding, 10147 sh.10,147
WCG WellCare Health Plan... 2013-03-31 Sold Out -0.01%$45.78 - $60.25
($53.63)		 $ 52.63-2%Sold Out0
WAG Walgreen Company 2013-03-31 Reduce$37.01 - $47.68
($41.15)		 $ 50.422%Reduce -21.4%5,234
VTI Vanguard Total Stock... 2013-03-31 Buy $73.28 - $80.96
($78.12)		 $ 85.29%New holding, 4315 sh.4,315
VSH Vishay Intertechnolo... 2013-03-31 Buy 0.15%$10.28 - $13.95
($12.27)		 $ 14.2916%New holding, 4156347 sh.4,156,347
VNQ Vanguard REIT ETF 2013-03-31 Buy $65.8 - $70.53
($68.87)		 $ 74.829%New holding, 3498 sh.3,498
VIG Vanguard Dividend Ap... 2013-03-31 Buy $59.57 - $65.7
($63.53)		 $ 68.68%New holding, 7454 sh.7,454
VEU Vanguard FTSE All-Wo... 2013-03-31 Buy $45.45 - $47.27
($46.5)		 $ 47.973%New holding, 9230 sh.9,230
VCIT Vanguard Intermediat... 2013-03-31 Buy $86.6 - $88.09
($87.3)		 $ 87.450%New holding, 2337 sh.2,337
VALE.P Vale SA 2013-03-31 Buy 0.13%$16.23 - $20.88
($18.38)		 $ 14.73-20%New holding, 2908756 sh.2,908,756
VALE Vale SA 2013-03-31 Reduce-0.16%$16.98 - $21.49
($19.17)		 $ 15.57-19%Reduce -93.77%179,749
V Visa, Inc. 2013-03-31 Reduce-0.61%$151.58 - $169.84
($158.99)		 $ 178.112%Reduce -29.23%3,435,165
USB U.S. Bancorp 2013-03-31 Reduce$31.94 - $34.41
($33.58)		 $ 35.225%Reduce -39.58%6,429
UNP Union Pacific Corp 2013-03-31 Reduce$125.72 - $142.41
($135.03)		 $ 156.0716%Reduce -41.12%7,002
UN Unilever NV 2013-03-31 Reduce$37.95 - $41.19
($39.55)		 $ 42.086%Reduce -24.77%19,150
Premium Real Time Picks are included for Premium Members only!!
*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.
Total Records: 3589   Page:1 2 3 4 5 6 7 8 9 10 Next Page LAST (180)

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
-2.7% 6% 6.3%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD7,842,017940,258
PFE30,711,655886,338
JNJ10,133,469826,182
CSCO36,290,508758,290
AXP10,807,046729,043
GE30,120,181696,379
IBM3,149,765671,845
WFC18,309,032677,251
HBC12,384,725660,601
AAPL1,500,784664,337
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 14.7% 14.7%
Consumer Cyclical 13.1% 13.1%
Healthcare 11.9% 11.9%
Consumer Defensive 11.7% 11.7%
Technology 5.1% 5.1%
Basic Materials 4.2% 4.2%
Energy 3.9% 3.9%
Communication Services 3.5% 3.5%
Industrials 2% 2%
Real Estate 1.4% 1.4%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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