Ken Fisher

Ken Fisher

Last Update: 04-18-2016

Number of Stocks: 687
Number of New Stocks: 42

Total Value: $50,773 Mil
Q/Q Turnover: 3%

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
PUK Prudential PLC 2016-03-31 Reduce-0.26%$31.61 - $45.08
($37.41)
$ 37.801%Reduce -99.59%11,868
SIEGY Siemens AG 2016-03-31 Add0.24%$87.67 - $105.8
($95.35)
$ 104.7110%Add 44.75%3,849,632
HPY Heartland Payment Systems Inc 2016-03-31 Sold Out -0.23%$87.58 - $96.57
($92.09)
$ 103.0912%Sold Out0
TFI SPDR Nuveen Barclays Municipal Bond ETF 2016-03-31 Reduce-0.23%$24.28 - $49.34
($29.5)
$ 49.7669%Reduce -48.99%4,857,323
ABB ABB Ltd 2016-03-31 Reduce-0.22%$16.06 - $19.58
($17.66)
$ 20.5016%Reduce -94.07%390,468
CVX Chevron Corp 2016-03-31 Add0.16%$78.98 - $97.69
($87.41)
$ 101.2616%Add 30.58%3,637,927
JAH Jarden Corp 2016-03-31 Reduce-0.16%$48.71 - $59.3
($53.45)
$ 58.9710%Reduce -78.50%400,383
BASFY Basf SE 2016-03-31 Add0.14%$63.76 - $76.02
($68.96)
$ 77.3612%Add 39.87%3,172,055
LQD ISHARES iBoxx USD InvestTop Investment Grade Corpo 2016-03-31 Add0.14%$112.92 - $118.82
($114.81)
$ 119.914%Add 4.79%13,174,823
AEL American Equity Investment Life Holding Co 2016-03-31 Sold Out -0.13%$12.81 - $24.03
($16.32)
$ 13.45-18%Sold Out0
BABA Alibaba Group Holding Ltd 2016-03-31 Add0.13%$60.57 - $81.27
($70.39)
$ 78.7912%Add 39.07%3,081,224
JD JD.com Inc 2016-03-31 Buy 0.13%$22.88 - $32.27
($26.32)
$ 24.76-6%New holding2,269,246
XOM Exxon Mobil Corp 2016-03-31 Reduce-0.13%$73.18 - $84.53
($80.03)
$ 87.8610%Reduce -15.77%4,536,482
LNEGY Linde AG 2016-03-31 Reduce-0.12%$13.09 - $14.95
($13.9)
$ 14.414%Reduce -95.12%213,623
BUD Anheuser-Busch Inbev SA 2016-03-31 Add0.11%$111.5 - $126.71
($118.67)
$ 124.555%Add 8.74%5,291,949
CFRUY Cie Financiere Richemont SA 2016-03-31 Reduce-0.11%$6.17 - $7.12
($6.49)
$ 6.37-2%Reduce -63.61%4,242,823
ASX Advanced Semiconductor Engineering Inc 2016-03-31 Add0.1%$4.95 - $5.87
($5.44)
$ 4.68-14%Add 51.94%26,494,985
HSBC HSBC Holdings PLC 2016-03-31 Add0.1%$30.71 - $39.47
($33.29)
$ 31.69-5%Add 13.91%13,000,841
LVMUY LVMH Moet Hennessy Louis Vuitton SE 2016-03-31 Add0.1%$29.26 - $35.31
($32.7)
$ 32.810%Add 19.02%9,404,223
NXPI NXP Semiconductors NV 2016-03-31 Buy 0.09%$64 - $84.44
($74.53)
$ 85.2814%New holding567,580
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
5.1% 4% 6.8%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD13,174,8231,575,182
AMZN2,503,1021,566,667
FIGY10,953,6851,341,607
AAPL11,315,2521,242,981
JNJ10,854,2631,195,923
V14,787,7931,184,207
HD8,459,5551,142,125
PFE31,746,1481,031,750
MSFT18,220,6181,013,977
GE31,153,343966,688
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.8% 19.8%
Healthcare 15.6% 15.6%
Consumer Cyclical 12.7% 12.7%
Technology 7% 7%
Consumer Defensive 6.4% 6.4%
Energy 1.7% 1.7%
Communication Services 1.7% 1.7%
Basic Materials 1.1% 1.1%
Real Estate 1% 1%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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