Ken Fisher

Ken Fisher

Last Update: 08-11-2016

Number of Stocks: 691
Number of New Stocks: 39

Total Value: $52,051 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 $349/year. 7-Day FREE TRIAL

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
WMT Wal-Mart Stores Inc 2016-06-30 Add0.66%$63.15 - $73.02
($69.42)
$ 72.234%Add 1671.05%4,930,805
AMZN Amazon.com Inc 2016-06-30 Reduce-0.64%$586.14 - $728.24
($675.18)
$ 757.2512%Reduce -20.71%1,984,591
JD JD.com Inc 2016-06-30 Add0.24%$20.13 - $29.88
($24.19)
$ 25.566%Add 257.86%8,120,703
ERJ Embraer SA 2016-06-30 Sold Out -0.2%$19.89 - $26.36
($22.52)
$ 17.71-21%Sold Out0
LQD ISHARES iBoxx USD InvestTop Investment Grade Corpo 2016-06-30 Add0.18%$118.56 - $122.74
($119.9)
$ 123.913%Add 5.71%13,927,259
FIHD UBS AG FI Enhanced Global High Yield ETN due March 2016-06-30 Add0.12%$109.18 - $124.2
($116.84)
$ 127.189%Add 170.96%821,352
AMX America Movil SAB de CV 2016-06-30 Add0.11%$11.4 - $15.72
($13.42)
$ 11.78-12%Add 69.43%11,405,935
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN 2016-06-30 Add0.07%$115 - $129.84
($125.02)
$ 137.3510%Add 5.94%5,175,020
SCPB SPDR Barclays Short Term Corporate Bond 2016-06-30 Add0.07%$30.57 - $30.79
($30.66)
$ 30.810%Add 6.60%18,368,596
FEIC FEI Co 2016-06-30 Reduce-0.07%$85.46 - $108.13
($95.44)
$ 106.6212%Reduce -46.49%470,779
FIGY Barclays ETN FI Enhanced Global High Yield ETN 2016-06-30 Reduce-0.07%$114.93 - $128.7
($122.4)
$ 131.848%Reduce -2.69%10,658,687
MBB iShares MBS 2016-06-30 Add0.06%$109.13 - $109.97
($109.43)
$ 110.001%Add 8.17%3,509,419
FIEE UBS AG FI Enhanced Europe 50 ETN due February 12 2 2016-06-30 Add0.06%$100.05 - $127.5
($118.27)
$ 122.804%Add 168.83%469,855
FBGX UBS AG FI Enhanced Large Cap Growth ETN 2016-06-30 Reduce-0.06%$114.57 - $129.28
($124.54)
$ 137.2010%Reduce -3.53%6,166,605
TSM Taiwan Semiconductor Manufacturing Co Ltd 2016-06-30 Add0.06%$22.82 - $26.81
($24.97)
$ 28.3914%Add 4.07%29,241,549
CLGX CoreLogic Inc 2016-06-30 Add0.06%$33.49 - $38.85
($36.5)
$ 39.939%Add 110.52%1,395,138
BMWYY Bayerische Motoren Werke AG 2016-06-30 Buy 0.06%$24.34 - $31.69
($28.13)
$ 29.033%New holding1,279,826
JAH Jarden Corp 2016-06-30 Sold Out -0.05%$58.59 - $60.15
($59.14)
$ 58.97-0%Sold Out0
RDY Dr Reddy's Laboratories Ltd 2016-06-30 Add0.05%$41.9 - $51.23
($45.82)
$ 45.36-1%Add 9.46%5,227,024
CTRP Ctrip.com International Ltd 2016-06-30 Add0.04%$37.9 - $48.72
($43.64)
$ 45.825%Add 5.28%9,814,889
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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:

Ticker Shares Value ($1000)
LQD13,927,2591,728,094
AMZN1,984,5911,495,945
FIGY10,658,6871,361,541
JNJ10,845,1501,333,194
PFE31,724,5301,146,842
HD8,443,4111,141,127
V14,823,9601,134,329
AAPL11,314,9401,097,323
GE31,314,9841,008,656
MSFT18,300,756962,437
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.7% 18.7%
Healthcare 15.9% 15.9%
Consumer Cyclical 12.1% 12.1%
Consumer Defensive 7.3% 7.3%
Technology 6.8% 6.8%
Communication Services 1.9% 1.9%
Energy 1.8% 1.8%
Basic Materials 1.1% 1.1%
Real Estate 0.8% 0.8%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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