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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Plans start from as little as $299/year. 7-Day FREE TRIAL

Ken Fisher Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
UBS UBS AG 2014-03-31 Add0.32%$18.62 - $21.4
($20.41)
$ 20.541%Add 37.06%26,532,183
AAPL Apple Inc 2014-03-31 Add0.2%$499.782 - $561.02
($533.56)
$ 567.776%Add 12.43%1,449,969
LQD iShares IBoxx $ Inve... 2014-03-31 Add0.19%$114.19 - $117.39
($115.87)
$ 117.962%Add 8.02%9,676,801
HPY Heartland Payment Sy... 2014-03-31 Buy 0.16%$38.97 - $49.95
($43.8)
$ 38.94-11%New holding, 1748920 sh.1,748,920
RYCEY Rolls-Royce Holdings... 2014-03-31 Add0.13%$80 - $106.03
($93.77)
$ 87.16-7%Add 845.5%725,970
AAWW Atlas Air Worldwide ... 2014-03-31 Add0.1%$30.15 - $43.85
($35.47)
$ 35.480%Add 282.69%1,723,690
HUBG Hub Group Inc 2014-03-31 Add0.09%$38.85 - $42.9
($40.5)
$ 4511%Add 217.04%1,443,080
TTM Tata Motors Ltd 2014-03-31 Add0.08%$26.74 - $34.98
($31.39)
$ 37.8320%Add 37.32%3,804,525
RDY Dr Reddy Laboratorie... 2014-03-31 Add0.08%$39.5 - $47.4
($43.29)
$ 43.420%Add 56.3%2,322,863
HTLD Heartland Express In... 2014-03-31 Add0.08%$19.56 - $22.4
($20.86)
$ 22.337%Add 165.96%2,459,060
RHHBY Roche Holding AG 2014-03-31 Add0.07%$36.27 - $76.33
($59.5)
$ 36.19-39%Add 99%1,803,070
BECN Beacon Roofing Suppl... 2014-03-31 Add0.07%$35.5 - $40.91
($38.74)
$ 36.04-7%Add 132.16%1,505,945
INFY Infosys Ltd 2014-03-31 Add0.06%$53.32 - $63.01
($58)
$ 52.55-9%Add 46.56%1,557,172
BAYRY Bayer AG 2014-03-31 Add0.06%$128.3 - $142.7
($135.49)
$ 134-1%Add 217.05%270,713
BIDU Baidu Inc 2014-03-31 Add0.06%$150.52 - $184.64
($167.56)
$ 159.74-5%Add 59.81%435,448
ERJ Embraer S.A. 2014-03-31 Add0.04%$29.86 - $36.17
($33.24)
$ 34.153%Add 34.39%1,928,574
BAP Credicorp Ltd 2014-03-31 Add0.04%$125.14 - $140.54
($130.17)
$ 142.8810%Add 33.53%483,920
TV Grupo Televisa SAB 2014-03-31 Add0.03%$27.84 - $32.83
($30.1)
$ 32.638%Add 21.78%1,811,967
SBRCY Sberbank Of Russia 2014-03-31 Add0.03%$7.97 - $12.57
($10.6)
$ 8.4-21%Add 271.44%1,675,278
AEL American Equity Inve... 2014-03-31 Add0.03%$20.43 - $26.38
($23.19)
$ 23.722%Add 27.61%3,009,815
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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
FEEU8,352,1461,030,490
FBG21,783,5851,013,810
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 7.7% 7.7%
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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