Ken Fisher

Ken Fisher

Last Update: 04-18-2016

Number of Stocks: 687
Number of New Stocks: 42

Total Value: $50,773 Mil
Q/Q Turnover: 3%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
MTB M&T Bank Corp 2016-03-31 Reduce$100.78 - $121.18
($108.61)
$ 119.3710%Reduce -3.80%56,770
MUB iShares National Muni Bond ETF 2016-03-31 Reduce$110.25 - $112.15
($111.22)
$ 112.231%Reduce -14.60%15,349
NABZY National Australia Bank Ltd 2016-03-31 Reduce$8.93 - $10.88
($9.75)
$ 9.780%Reduce -0.11%114,543
NNN National Retail Properties Inc 2016-03-31 Reduce$39 - $46.84
($43.34)
$ 44.793%Reduce -0.51%923,265
NOC Northrop Grumman Corp 2016-03-31 Reduce$178.19 - $198.73
($188.69)
$ 214.4214%Reduce -12.28%1,621
NOK Nokia Oyj 2016-03-31 Reduce$5.78 - $7.46
($6.42)
$ 5.60-13%Reduce -18.78%12,268
NSC Norfolk Southern Corp 2016-03-31 Reduce$66.6 - $84.75
($75.6)
$ 84.0011%Reduce -10.69%4,821
NSRGY Nestle SA 2016-03-31 Reduce$69.65 - $75.54
($72.43)
$ 74.943%Reduce -28.82%14,100
NUE Nucor Corp 2016-03-31 Reduce$34.86 - $48.31
($40.59)
$ 48.3919%Reduce -1.53%125,239
NVTR Nuvectra Corp 2016-03-31 Reduce$4.3 - $10
($5.71)
$ 9.1059%Reduce -56.87%99,212
NWN Northwest Natural Gas Co 2016-03-31 Reduce$49.44 - $54.22
($51.47)
$ 55.067%Reduce -0.42%231,582
OFC Corporate Office Properties Trust 2016-03-31 Reduce$20.04 - $26.28
($23.07)
$ 26.9517%Reduce -0.18%664,017
OII Oceaneering International Inc 2016-03-31 Reduce$26.16 - $38.78
($31.19)
$ 33.517%Reduce -0.50%692,880
OMC Omnicom Group Inc 2016-03-31 Reduce$67.94 - $83.32
($75.23)
$ 82.6410%Reduce -1.89%128,031
OMCL Omnicell Inc 2016-03-31 Reduce$25.43 - $31.08
($27.5)
$ 31.7615%Reduce -4.15%531,000
ORCL Oracle Corp 2016-03-31 Reduce$33.94 - $41.61
($36.94)
$ 40.078%Reduce -0.39%11,370,611
OSUR OraSure Technologies Inc 2016-03-31 Reduce$5.18 - $7.39
($6.35)
$ 7.5118%Reduce -4.45%824,592
PACW PacWest Bancorp 2016-03-31 Reduce$29.38 - $43.1
($35.48)
$ 41.7618%Reduce -0.68%2,145,091
PCH Potlatch Corp 2016-03-31 Reduce$24.54 - $31.51
($27.84)
$ 34.2823%Reduce -2.81%158,190
PCLN The Priceline Group Inc 2016-03-31 Reduce$973.8 - $1350.99
($1194.56)
$ 1273.007%Reduce -8.82%734
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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
5.1% 4% 6.8%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD13,174,8231,575,182
AMZN2,503,1021,566,667
FIGY10,953,6851,341,607
AAPL11,315,2521,242,981
JNJ10,854,2631,195,923
V14,787,7931,184,207
HD8,459,5551,142,125
PFE31,746,1481,031,750
MSFT18,220,6181,013,977
GE31,153,343966,688
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.8% 19.8%
Healthcare 15.6% 15.6%
Consumer Cyclical 12.7% 12.7%
Technology 7% 7%
Consumer Defensive 6.4% 6.4%
Communication Services 1.7% 1.7%
Energy 1.7% 1.7%
Basic Materials 1.1% 1.1%
Real Estate 1% 1%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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