Ken Fisher

Ken Fisher

Last Update: 01-30-2015

Number of Stocks: 582
Number of New Stocks: 78

Total Value: $48,366 Mil
Q/Q Turnover: 6%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Latest Trades 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
UBS UBS Group AG 2014-12-31 Buy 0.87%$15.39 - $18.22
($17.15)
$ 18.849%New holding24,721,456
LYG Lloyds Banking Group PLC 2014-12-31 Reduce-0.53%$4.62 - $5.01
($4.83)
$ 4.69-3%Reduce -35.12%88,026,446
CS Credit Suisse Group 2014-12-31 Add0.52%$24.84 - $28.08
($26.2)
$ 26.792%Add 66092.10%9,991,031
BCS Barclays PLC 2014-12-31 Add0.51%$13.5 - $15.54
($14.75)
$ 14.47-2%Add 2134.11%17,012,865
SIEGY Siemens AG 2014-12-31 Reduce-0.36%$104.9 - $120.26
($112.33)
$ 108.10-4%Reduce -37.47%2,386,649
ABB ABB Ltd 2014-12-31 Buy 0.33%$20.37 - $23.02
($21.63)
$ 21.15-2%New holding7,440,894
CFRUY CIE FINANCIERE RICHEMONT SA 2014-12-31 Add0.29%$7.85 - $9.39
($8.62)
$ 8.03-7%Add 842.64%17,068,853
LVMUY LVMH Moet Hennessy Louis Vuitton SE 2014-12-31 Reduce-0.29%$31.59 - $35.84
($33.74)
$ 35.194%Reduce -22.03%14,131,764
MGNT.UK Magnit PJSC 2014-12-31 Buy 0.25%$38.07 - $67
($56.59)
$ 50.10-13%New holding2,698,794
BASFY Basf SE 2014-12-31 Reduce-0.2%$83.71 - $94.2
($87.71)
$ 100.0512%Reduce -32.06%2,106,048
CTRP Ctrip.com International Ltd 2014-12-31 Add0.2%$41.16 - $59.55
($52.44)
$ 59.3312%Add 3428.26%2,213,665
LNEGY Linde AG 2014-12-31 Buy 0.18%$17.92 - $19.65
($18.73)
$ 20.358%New holding4,626,364
BHP BHP Billiton Ltd 2014-12-31 Reduce-0.14%$45.15 - $59.88
($54.53)
$ 46.28-18%Reduce -33.41%2,200,935
AZPN Aspen Technology Inc 2014-12-31 Add0.13%$32.59 - $40.33
($36.35)
$ 38.365%Add 343.36%2,412,215
IBN ICICI Bank Ltd 2014-12-31 Add0.13%$9.6 - $12.252
($11.25)
$ 10.31-9%Add 526.12%6,665,050
RIO Rio Tinto PLC 2014-12-31 Add0.13%$40.7 - $51.47
($47.12)
$ 41.29-14%Add 11626.70%1,335,087
TSM Taiwan Semiconductor Manufacturing Co Ltd 2014-12-31 Add0.11%$19.44 - $23.47
($21.8)
$ 23.457%Add 11.83%22,342,554
VOO Vanguard Index Funds 2014-12-31 Add0.11%$170.72 - $191.42
($181.4)
$ 190.105%Add 4057.43%274,307
RYCEY Rolls-Royce Holdings PLC 2014-12-31 Reduce-0.1%$63.06 - $77.58
($68.52)
$ 70.803%Reduce -86.79%96,102
SUSQ Susquehanna Bancshares Inc 2014-12-31 Sold Out -0.09%$9.18 - $13.59
($11.68)
$ 13.6815%Sold Out0
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.

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)
FIGY11,527,4621,361,400
LQD11,099,4851,325,390
AAPL10,763,9491,188,120
JNJ10,424,6071,090,100
AXP11,264,8101,048,080
WFC18,509,2541,014,680
PFE31,196,415971,768
V14,226,920932,575
UTX8,042,663924,906
HD8,294,708870,696
» More Current Portfolio

Ken Fisher's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 4 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 23.1% 23.1%
Healthcare 14.1% 14.1%
Consumer Cyclical 11.8% 11.8%
Technology 7.7% 7.7%
Consumer Defensive 5.1% 5.1%
Energy 2% 2%
Communication Services 1.5% 1.5%
Basic Materials 1.4% 1.4%
Real Estate 1% 1%
Industrials 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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