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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 :



TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
TROW T. Rowe Price Group,... 2012-09-30 Reduce-0.12%$58.87 - $65.81
($62.02)
$ 74.7120%Reduce -80.55%160,089
SMFG Sumitomo Mitsui Fina... 2012-09-30 Reduce-1.09%$6.06 - $6.81
($6.41)
$ 8.7136%Reduce -99.31%371,220
HOT Starwood Hotels &... 2012-09-30 Reduce-0.07%$48.94 - $60.69
($54.55)
$ 65.821%Reduce -72.96%176,575
SBUX Starbucks Corporatio... 2012-09-30 Reduce-1.58%$43.24 - $54.04
($49.67)
$ 66.4134%Reduce -98.46%153,573
SPY Spdr S&p 500 Etf 2012-09-30 Reduce-0.02%$133.51 - $147.19
($139.87)
$ 163.4517%Reduce -81.59%8,931
GLD Spdr Gold Trust (etf... 2012-09-30 Reduce$152.15 - $172.34
($159.85)
$ 130.59-18%Reduce -30.61%2,514
SCCO Southern Copper Corp 2012-09-30 Reduce$30.51 - $36.92
($32.74)
$ 28.93-12%Reduce -27.91%7,681
SNA Snap-on Incorporated 2012-09-30 Reduce-0.01%$59.9 - $73.43
($67.73)
$ 91.1835%Reduce -25.53%183,810
SNN Smith & Nephew P... 2012-09-30 Reduce-0.07%$49.59 - $55.92
($52.51)
$ 58.6812%Reduce -30.79%1,028,693
SHPG Shire Plc. (adr) 2012-09-30 Reduce-0.14%$84.65 - $95.05
($89.88)
$ 96.718%Reduce -99.55%2,480
CRM Salesforce.com, Inc. 2012-09-30 Reduce-1.1%$30.35 - $39.84
($35.05)
$ 37.657%Reduce -99.63%9,959
ROK Rockwell Automation 2012-09-30 Reduce-0.05%$61.52 - $73.21
($68.36)
$ 86.8827%Reduce -65.33%123,166
PCLN Priceline.com Inc 2012-09-30 Reduce-1.18%$560.41 - $690.55
($631.72)
$ 828.5531%Reduce -98.27%10,319
PPG Ppg Industries, Inc. 2012-09-30 Reduce$100.69 - $118.84
($109.84)
$ 154.1740%Reduce -39.96%20,106
PNC Pnc Financial Servic... 2012-09-30 Reduce-1.09%$57.36 - $66.77
($61.62)
$ 70.8815%Reduce -99.32%40,269
PSX Phillips 66 2012-09-30 Reduce$32.68 - $46.85
($39.69)
$ 63.6360%Reduce -24.12%11,166
OXY Occidental Petroleum... 2012-09-30 Reduce-0.03%$82.65 - $91.95
($87.06)
$ 91.765%Reduce -80.9%25,346
NSC Norfolk Southern Cor... 2012-09-30 Reduce$63.61 - $75.12
($72.26)
$ 75.454%Reduce -31.49%8,195
NOK Nokia Corporation (a... 2012-09-30 Reduce$1.7 - $3.2
($2.4)
$ 3.8560%Reduce -21.45%14,480
NKE Nike, Inc. 2012-09-30 Reduce-0.94%$44.17 - $50.42
($47.48)
$ 61.7530%Reduce -97.91%154,370
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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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