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Ken Fisher

Ken Fisher

Last Update: 2013-05-14

Number of Stocks: 474
Number of New Stocks: 48

Total Value: $37,628 Mil
Q/Q Turnover: 5%

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 :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
HNZ H.J. Heinz Company 2010-03-31 Reduce-0.01%$41.94 - $47.57
($44.67)
$ 72.4962%Reduce -49.02%173,586
GOOG Google Inc. 2010-03-31 Reduce-0.01%$526.43 - $626.75
($560.25)
$ 900.6861%Reduce -49.14%16,721
MDT Medtronic Inc. 2010-03-31 Reduce-0.01%$41.67 - $46.03
($44.27)
$ 52.0518%Reduce -42.17%191,553
EV Eaton Vance Corp. 2010-03-31 Reduce-0.01%$27.95 - $33.89
($31.13)
$ 39.4427%Reduce -34%427,855
VALE.P Companhia Vale 2009-12-31 Buy 1.15%$20.47 - $25.66
($24.02)
$ 12.9-46%New holding, 12377284 sh.12,377,284
BIDU Baidu.com Inc. ADS 2009-12-31 Add0.87%$37.521 - $44.218
($41.68)
$ 94.55127%Add 8745.48%673,583
JWN Nordstrom Inc. 2009-12-31 Buy 0.5%$28.95 - $38.39
($34.48)
$ 58.971%New holding, 4137069 sh.4,137,069
CVE Cenovus Energy Inc 2009-12-31 Buy 0.44%$23.5 - $25.52
($24.46)
$ 29.4420%New holding, 5463401 sh.5,463,401
UNP Union Pacific Corp. 2009-12-31 Add0.32%$55.06 - $66.23
($62.44)
$ 155.66149%Add 90.98%3,309,417
BBV Banco Bilbao Vizcaya... 2009-12-31 Buy 0.19%$16.74 - $19.69
($18.55)
$ 17.77-4%New holding, 3297610 sh.3,297,610
ACWI ISHARES TRUST - ISHA... 2009-12-31 Buy 0.16%$39.37 - $43
($41.84)
$ 51.5323%New holding, 1200393 sh.1,200,393
LQD ISHARES GS $ INVESTO 2009-12-31 Add0.16%$103.94 - $107.25
($105.43)
$ 114.729%Add 18.53%3,058,845
TFI SPDR BARC MUNI ETF 2009-12-31 Add0.08%$22.3691 - $23.18
($22.72)
$ 23.272%Add 29%4,681,091
FCS Fairchild Semiconduc... 2009-12-31 Add0.06%$7.33 - $10.2
($8.81)
$ 13.7156%Add 72.47%4,592,175
ASNA Dress Barn Inc. 2009-12-31 Buy 0.05%$8.61 - $11.68
($10.18)
$ 17.6573%New holding, 633493 sh.633,493
EFA iShares MSCI EAFE In... 2009-12-31 Add0.05%$52.66 - $57.28
($55.54)
$ 59.958%Add 263.32%409,942
ASML ASML HOLDING N.V. - ... 2009-12-31 Add0.05%$34.64 - $45.03
($40.18)
$ 80.0899%Add 82.83%1,122,878
AOL Aol Inc 2009-12-31 Buy 0.05%$22.75 - $26.35
($24.03)
$ 36.5852%New holding, 638724 sh.638,724
SNA SnapOn Inc. 2009-12-31 Add0.03%$33.48 - $43.57
($38.19)
$ 91.18139%Add 51.15%682,275
MORN Morningstar Inc. 2009-12-31 Add0.03%$46.36 - $53.32
($49.18)
$ 74.9552%Add 103.22%343,650
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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
-2.7% 6% 6.3%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD7,842,017940,258
PFE30,711,655886,338
JNJ10,133,469826,182
CSCO36,290,508758,290
AXP10,807,046729,043
GE30,120,181696,379
IBM3,149,765671,845
WFC18,309,032677,251
HBC12,384,725660,601
AAPL1,500,784664,337
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 14.8% 14.8%
Consumer Cyclical 13.1% 13.1%
Consumer Defensive 11.7% 11.7%
Healthcare 11.7% 11.7%
Technology 5.1% 5.1%
Basic Materials 4.2% 4.2%
Energy 3.9% 3.9%
Communication Services 3.5% 3.5%
Industrials 2% 2%
Real Estate 1.4% 1.4%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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