Ken Fisher

Ken Fisher

Last Update: 11-09-2016

Number of Stocks: 720
Number of New Stocks: 65

Total Value: $53,999 Mil
Q/Q Turnover: 4%

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
FIEE UBS AG FI Enhanced Europe 50 ETN due February 12 2 2016-09-30 Add0.62%$109.05 - $126.71
($119.85)
$ 115.00-4%Add 593.46%3,258,256
GS Goldman Sachs Group Inc 2016-09-30 Add0.52%$144.45 - $171.66
($162.57)
$ 235.5645%Add 693.08%1,971,845
FEEU Barclays ETN FI Enhanced Europe 50 ETN 2016-09-30 Reduce-0.49%$80.3 - $94.52
($88.88)
$ 84.43-5%Reduce -43.18%3,957,628
C Citigroup Inc 2016-09-30 Reduce-0.31%$40.78 - $47.9
($45.49)
$ 59.0630%Reduce -31.89%8,210,969
BAC Bank of America Corporation 2016-09-30 Reduce-0.19%$12.74 - $16.19
($14.89)
$ 22.5752%Reduce -17.36%35,754,237
CS Credit Suisse Group AG 2016-09-30 Reduce-0.18%$10.21 - $13.85
($12.1)
$ 15.5328%Reduce -87.09%1,332,255
BMWYY Bayerische Motoren Werke AG 2016-09-30 Add0.17%$24.01 - $29.96
($28.12)
$ 31.1911%Add 264.76%4,668,240
DDAIY Daimler AG 2016-09-30 Reduce-0.17%$57.7 - $72.09
($67.67)
$ 72.127%Reduce -24.24%4,448,671
NXPI NXP Semiconductors NV 2016-09-30 Add0.17%$76.05 - $102.01
($84.75)
$ 98.3916%Add 115.84%1,719,763
CFRUY Cie Financiere Richemont SA 2016-09-30 Add0.16%$5.59 - $6.26
($5.93)
$ 6.6813%Add 287.05%19,491,910
LVMUY LVMH Moet Hennessy Louis Vuitton SE 2016-09-30 Reduce-0.16%$29.43 - $35.68
($33.37)
$ 38.0014%Reduce -29.72%6,584,278
COF Capital One Financial Corp 2016-09-30 Add0.15%$60.86 - $72.5
($68.68)
$ 89.5830%Add 607.86%1,383,441
LSI Life Storage Inc 2016-09-30 Buy 0.15%$88.01 - $107.23
($95.96)
$ 85.64-11%New holding899,361
AXP American Express Co 2016-09-30 Reduce-0.14%$59.15 - $66.24
($64.24)
$ 74.2916%Reduce -10.24%10,532,878
BCS Barclays PLC 2016-09-30 Reduce-0.13%$7.06 - $9.31
($8.39)
$ 11.9042%Reduce -37.97%14,419,166
LYG Lloyds Banking Group PLC 2016-09-30 Add0.13%$2.55 - $3.31
($2.97)
$ 3.197%Add 28.50%107,409,120
PVTB PrivateBancorp Inc 2016-09-30 Sold Out -0.12%$43.58 - $46.55
($44.92)
$ 52.3917%Sold Out0
FIEU FI Enhanced Europe 50 ETN 2016-09-30 Reduce-0.12%$83.15 - $98.1
($92.17)
$ 88.26-4%Reduce -25.01%2,192,296
MS Morgan Stanley 2016-09-30 Add0.12%$25 - $32.24
($29.83)
$ 42.6443%Add 656.92%2,350,035
ARMH ARM Holdings PLC 2016-09-30 Sold Out -0.11%$43.62 - $67.77
($61.67)
$ 67.6510%Sold Out0
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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)
LQD14,344,6971,766,980
AMZN1,977,3411,655,648
FIGY10,412,2871,375,463
AAPL11,372,3091,285,640
JNJ10,845,6201,281,193
V14,764,9951,221,065
HD8,480,5151,091,273
PFE31,836,3681,078,298
MSFT18,374,5741,058,375
GE31,455,841931,722
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.9% 18.9%
Healthcare 14.7% 14.7%
Consumer Cyclical 12.3% 12.3%
Consumer Defensive 7.1% 7.1%
Technology 6.6% 6.6%
Communication Services 1.8% 1.8%
Energy 1.7% 1.7%
Basic Materials 1.1% 1.1%
Real Estate 0.9% 0.9%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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