Ken Fisher

Ken Fisher

Last Update: 04-30-2015

Number of Stocks: 565
Number of New Stocks: 42

Total Value: $48,828 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
RHHBY Roche Holding AG 2015-03-31 Reduce$32.1 - $36.505
($34.06)
$ 36.246%Reduce 1.24%2,788,126
RIO Rio Tinto PLC 2015-03-31 Reduce$41.4 - $49.94
($45.2)
$ 44.30-2%Reduce 2.86%1,296,898
RJF Raymond James Financial Inc 2015-03-31 Reduce$51.95 - $59.65
($56.03)
$ 58.124%Reduce 0.85%1,585,126
ROST Ross Stores Inc 2015-03-31 Reduce$91.14 - $107.46
($98.98)
$ 95.57-3%Reduce 6.41%110,559
RSG Republic Services Inc 2015-03-31 Reduce$39.34 - $41.91
($40.72)
$ 39.88-2%Reduce 20.66%58,520
RY Royal Bank Of Canada 2015-03-31 Reduce$56.59 - $68.55
($61.49)
$ 63.994%Reduce 0.05%6,746,760
RYCEY Rolls-Royce Holdings PLC 2015-03-31 Reduce$64.985 - $75.11
($70.21)
$ 77.3810%Reduce 0.13%95,975
RYL Ryland Group Inc 2015-03-31 Reduce$35.38 - $48.91
($42.78)
$ 42.27-1%Reduce 1.46%2,267,283
SAM Boston Beer Co Inc 2015-03-31 Reduce$257.24 - $323.99
($289.79)
$ 262.25-10%Reduce 1.40%313,156
SF Stifel Financial Corp 2015-03-31 Reduce$46.74 - $57.28
($51.96)
$ 52.431%Reduce 0.14%1,153,273
SFG StanCorp Financial Group Inc 2015-03-31 Reduce$62.04 - $69.15
($66.53)
$ 73.9711%Reduce 1.68%526,959
SHY iShares Barclays 1-3 Year Treasry Bnd Fd 2015-03-31 Reduce$84.54 - $84.98
($84.72)
$ 84.800%Reduce 4.35%124,645
SIRI Sirius XM Holdings Inc 2015-03-31 Reduce$3.35 - $4
($3.75)
$ 3.873%Reduce 18.29%22,342
SIVB SVB Financial Group 2015-03-31 Reduce$103.02 - $127.3
($119.49)
$ 133.1711%Reduce 0.60%1,459,885
SJNK SPDR Series Trust 2015-03-31 Reduce$28.8 - $29.51
($29.12)
$ 29.301%Reduce 0.75%8,750
SMG Scotts Miracle Gro Co 2015-03-31 Reduce$60.18 - $68.99
($65.13)
$ 62.96-3%Reduce 0.52%1,493,298
SNY Sanofi 2015-03-31 Reduce$44 - $51.12
($47.81)
$ 49.293%Reduce 0.21%13,058,095
SO Southern Co 2015-03-31 Reduce$43.72 - $52.79
($47.51)
$ 43.30-9%Reduce 10.43%7,318
SPY SPDR S&P 500 ETF 2015-03-31 Reduce$199.02 - $211.99
($206.35)
$ 210.702%Reduce 47.19%6,874
SSS Sovran Self Storage Inc 2015-03-31 Reduce$88.3 - $97.49
($93.13)
$ 90.60-3%Reduce 1.33%828,077
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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
7.7% 4.7% 7.1%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD11,288,0501,373,869
AAPL10,810,5571,345,158
FIGY11,218,0711,333,717
PFE31,208,2711,085,736
JNJ10,456,8161,051,956
WFC18,537,2471,008,426
UTX8,067,680945,532
HD8,297,491942,678
V14,316,089936,415
AMZN2,465,621917,458
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.3% 22.3%
Healthcare 15.1% 15.1%
Consumer Cyclical 13% 13%
Technology 7.2% 7.2%
Consumer Defensive 5% 5%
Energy 1.8% 1.8%
Basic Materials 1.5% 1.5%
Communication Services 1.4% 1.4%
Real Estate 1% 1%
Industrials 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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