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Ken Fisher

Ken Fisher

Last Update: 2013-05-16

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:
Please Subscribe to see portfolio changes after 2013-03-31.

Plans start from as little as $299/year. 7-Day FREE TRIAL

Ken Fisher Latest Trades :



TickerCompanyDate Action
Impact Price Range
(Average)*down
Current Price Change from Average Comment Current Shares
BP Bp Plc (adr) 2012-06-30 Add$36.58 - $45.02
($40.19)
$ 43.528%Add 41.62%7,693
ABV Companhia De Bebidas... 2012-06-30 Add0.64%$36 - $44
($39.56)
$ 41.695%Add 226.73%8,335,598
ADDYY Adidas Ag (adr) 2012-06-30 Add0.14%$35 - $41.8
($38.01)
$ 55.5646%Add 646.79%1,595,815
KO The Coca-cola Compan... 2012-06-30 Add1%$35.98 - $38.73
($37.48)
$ 42.2413%Add 64097.5%4,580,490
XLV Health Care Spdr (et... 2012-06-30 Add$35.52 - $37.87
($36.91)
$ 49.1233%Add 53.52%119,754
BID Sothebys 2012-06-30 Add0.11%$29.11 - $40.17
($34.01)
$ 36.47%Add 1164.57%1,281,960
BMY Bristol Myers Squibb... 2012-06-30 Add$32.37 - $35.49
($33.66)
$ 47.441%Add 30.5%22,125
MO Altria Group, Inc. 2012-06-30 Add0.08%$31.01 - $34.3
($32.25)
$ 37.0915%Add 4256.01%845,980
HDB Hdfc Bank Limited (a... 2012-06-30 Add0.05%$27.6 - $34.6
($31.53)
$ 41.4832%Add 31.06%2,089,295
LVMUY Lvmh Moet Hennessy L... 2012-06-30 Add0.9%$27.97 - $35.15
($31.34)
$ 35.614%Add 448.89%12,856,859
USB U.s. Bancorp 2012-06-30 Add0.04%$28.99 - $32.26
($31.15)
$ 35.4114%Add 56.33%1,290,868
BBT Bb&t Corporation 2012-06-30 Add0.03%$27.81 - $32.49
($30.57)
$ 32.827%Add 43.12%1,065,028
TXN Texas Instruments In... 2012-06-30 Add0.01%$26.76 - $33.18
($30.04)
$ 35.9920%Add 33.88%470,704
FANUY Fanuc Corp Unsp/adr 2012-06-30 Add0.99%$26.13 - $30.66
($28.39)
$ 25.56-10%Add 458.51%15,268,676
CNMD Conmed Corporation 2012-06-30 Add$26.01 - $30.27
($27.98)
$ 34.0422%Add 65.49%65,700
WMMVY Wal-mart De Mexico S... 2012-06-30 Add0.06%$24.47 - $34.46
($27.87)
$ 29.596%Add 45.37%2,403,790
PKI Perkinelmer, Inc. 2012-06-30 Add$24.96 - $27.9
($26.44)
$ 31.7320%Add 60.85%71,900
TTM Tata Motors Limited ... 2012-06-30 Add0.23%$20.05 - $30.43
($25.18)
$ 25.62%Add 475.23%4,553,102
LAZ Lazard Ltd 2012-06-30 Add0.03%$22.46 - $29.09
($25.07)
$ 33.2332%Add 37.33%1,345,050
ARMH Arm Holdings Plc (ad... 2012-06-30 Add0.02%$22.3 - $29.11
($24.92)
$ 45.181%Add 2445.04%322,965
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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 14.7% 14.7%
Consumer Cyclical 13.1% 13.1%
Healthcare 11.9% 11.9%
Consumer Defensive 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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