Ken Fisher

Ken Fisher

Last Update: 2014-01-16

Number of Stocks: 528
Number of New Stocks: 60

Total Value: $44,364 Mil
Q/Q Turnover: 4%

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
SI Siemens AG 2013-12-31 Add1.07%$119.93 - $138.15
($128.67)
$ 131.722%Add 3971.79%3,484,799
EFA iShares MSCI EAFE In... 2013-12-31 Add0.48%$62.7 - $66.85
($65.35)
$ 66.362%Add 12177.8%3,204,378
LQD iShares IBoxx $ Inve... 2013-12-31 Add0.12%$113.1 - $115.59
($114.23)
$ 118.093%Add 5.35%8,958,575
PUK Prudential PLC 2013-12-31 Add0.05%$36.43 - $44.47
($40.87)
$ 42.995%Add 32.42%1,909,170
BXS BancorpSouth Inc. 2013-12-31 Add0.04%$19.73 - $25.45
($22.81)
$ 23.513%Add 25.02%3,335,125
QQQ PowerShares QQQ Trus... 2013-12-31 Add0.04%$76.98 - $87.74
($83.4)
$ 85.052%Add 122.75%410,924
WTFC Wintrust Financial C... 2013-12-31 Add0.03%$40.81 - $47.33
($44.25)
$ 45.773%Add 28.76%1,340,530
BECN Beacon Roofing Suppl... 2013-12-31 Add0.03%$34.09 - $40.7
($36.26)
$ 35.93-1%Add 143.74%648,655
INFY Infosys Ltd 2013-12-31 Add0.02%$48.34 - $58.25
($53.89)
$ 52.98-2%Add 21.15%1,062,484
ERJ Embraer S.A. 2013-12-31 Add0.02%$29.36 - $35.33
($31.69)
$ 33.686%Add 24.61%1,435,057
VEA Vanguard MSCI EAFE E... 2013-12-31 Add0.02%$38.97 - $41.48
($40.45)
$ 40.791%Add 133.82%363,462
SAFRY Safran SA 2013-12-31 Add0.01%$15 - $17.37
($16.1)
$ 16.482%Add 570.76%296,638
PVTB PrivateBancorp Inc 2013-12-31 Add0.01%$20.9 - $29.25
($25.76)
$ 289%Add 120.18%378,275
CFR Cullen Frost Bankers... 2013-12-31 Add0.01%$69.27 - $74.18
($71.55)
$ 76.637%Add 33.7%203,045
VIS Vanguard Industrials... 2013-12-31 Add0.01%$87.41 - $94.79
($91.75)
$ 98.668%Add 115.47%49,348
HBHC Hancock Holding Comp... 2013-12-31 Add0.01%$30.72 - $36.75
($33.71)
$ 34.944%Add 32.26%437,545
TIP iShares Barclays TIP... 2013-12-31 Add$109.75 - $113.41
($111.63)
$ 113.151%Add 28.93%9,621
SYK Stryker Corporation 2013-12-31 Add$67.34 - $75.39
($73)
$ 79.579%Add 148.61%19,889
IEF iShares Barclays 7-1... 2013-12-31 Add$101.21 - $103.14
($102.19)
$ 102.530%Add 54.42%5,445
LM Legg Mason, Inc. 2013-12-31 Add$32.6 - $43.89
($38.8)
$ 44.5915%Add 24.84%75,900
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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)
FIGY11,919,5911,359,560
FBG22,008,3461,006,440
FEEU8,385,0251,028,090
LQD8,958,5751,022,960
AXP10,912,619990,102
AMZN2,406,308959,612
PFE30,626,382938,086
JNJ10,165,567931,064
UTX7,925,527901,925
GE29,918,001838,602
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.3% 21.3%
Consumer Cyclical 13.9% 13.9%
Healthcare 11.7% 11.7%
Technology 7.3% 7.3%
Consumer Defensive 5.3% 5.3%
Energy 2.5% 2.5%
Basic Materials 2% 2%
Communication Services 1.4% 1.4%
Industrials 1.2% 1.2%
Real Estate 1% 1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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