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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
Impactup Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AGN Allergan, Inc. 2013-03-31 Reduce$91.73 - $111.89
($106.54)
$ 98.02-8%Reduce -28.6%11,098
TIBX TIBCO Software, Inc. 2013-03-31 Reduce-0.01%$20 - $24.35
($22.53)
$ 21.58-4%Reduce -37.94%161,960
CVE Cenovus Energy, Inc. 2013-03-31 Reduce-0.01%$30.77 - $34.25
($32.62)
$ 29.74-9%Reduce -83.17%19,488
MA MasterCard Incorpora... 2013-03-31 Reduce-0.04%$491.28 - $541.13
($520.59)
$ 571.4610%Reduce -49.84%25,905
DFT Dupont Fabros Techno... 2013-03-31 Reduce-0.04%$22.44 - $25.07
($23.92)
$ 25.537%Reduce -28.55%1,526,730
ABT Abbott Laboratories 2013-03-31 Reduce-0.04%$31.34 - $35.32
($33.84)
$ 37.7612%Reduce -95.16%11,528
ASNA Ascena Retail Group,... 2013-03-31 Reduce-0.04%$16.42 - $19.53
($17.63)
$ 19.8813%Reduce -24.52%2,636,570
SCHYY Sands China Ltd. 2013-03-31 Reduce-0.06%$44.47 - $52.55
($47.81)
$ 50.977%Reduce -30.34%1,142,713
EAT Brinker Internationa... 2013-03-31 Reduce-0.11%$30.99 - $37.65
($33.7)
$ 40.6220%Reduce -76.63%402,637
BRGYY BG Group PLC 2013-03-31 Reduce-0.13%$16.44 - $18.48
($17.53)
$ 18.174%Reduce -92.54%215,410
VALE Vale SA 2013-03-31 Reduce-0.16%$16.98 - $21.49
($19.17)
$ 15.51-19%Reduce -93.77%179,749
EC Ecopetrol S.A. 2013-03-31 Reduce-0.18%$53.71 - $63.8
($59.38)
$ 44.22-26%Reduce -34.03%2,080,965
TTM Tata Motors, Ltd. 2013-03-31 Reduce-0.26%$24.41 - $30.74
($27.88)
$ 25.6-8%Reduce -45.75%6,450,016
BIDU Baidu, Inc. 2013-03-31 Reduce-0.47%$84.24 - $112.97
($97.08)
$ 96.45-1%Reduce -87.01%243,522
V Visa, Inc. 2013-03-31 Reduce-0.61%$151.58 - $169.84
($158.99)
$ 180.4514%Reduce -29.23%3,435,165
PBR Petroleo Brasileiro ... 2013-03-31 Reduce-0.7%$14.45 - $20.37
($17.55)
$ 18.24%Reduce -98.71%163,261
AMX America Movil, S.A.B... 2013-03-31 Reduce-0.73%$18.47 - $25.62
($22.69)
$ 20.02-12%Reduce -91.69%1,000,307
EFA iShares MSCI EAFE In... 2013-03-31 Reduce-1.04%$56.86 - $59.87
($58.5)
$ 61.455%Reduce -94.54%359,586
SPY SPDR S&P 500 ETF 2013-03-31 Reduce-1.48%$142.41 - $156.73
($151.35)
$ 165.319%Reduce -98.45%57,032
BLK BlackRock Inc 2012-12-31 Reduce$177.17 - $209.29
($192.91)
$ 283.3547%Reduce -54.12%3,081
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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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