Ken Fisher

Ken Fisher

Last Update: 2014-07-25

Number of Stocks: 558
Number of New Stocks: 80

Total Value: $47,563 Mil
Q/Q Turnover: 10%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

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
RIO Rio Tinto PLC 2013-09-30 Reduce-0.01%$39.9 - $51.89
($46.69)
$ 49.055%Reduce -74.42%26,770
NOV National Oilwell Var... 2013-06-30 Reduce$57.78 - $64.48
($61.58)
$ 76.4224%Reduce -33.31%6,001
MS Morgan Stanley 2013-06-30 Reduce$20.31 - $27.15
($23.72)
$ 34.0544%Reduce -26.53%12,260
MDT Medtronic, Inc. 2013-06-30 Reduce$45.61 - $53.51
($49.43)
$ 62.1726%Reduce -30.72%7,713
LVS Las Vegas Sands Corp 2013-06-30 Reduce$49.47 - $59.49
($55.93)
$ 61.099%Reduce -24.88%4,997
IEF iShares Barclays 7-1... 2013-06-30 Reduce$101.66 - $109.05
($106.55)
$ 104.06-2%Reduce -41.91%3,478
HON Honeywell Internatio... 2013-06-30 Reduce$71.47 - $80.85
($76.75)
$ 92.0920%Reduce -39.14%4,157
GS Goldman Sachs Group ... 2013-06-30 Reduce$138.6 - $167.49
($152.51)
$ 180.9319%Reduce -32.71%2,333
NSANY Nissan Motor 2013-06-30 Reduce$18.65 - $24.05
($21.12)
$ 18.97-10%Reduce -21.69%164,490
OXY Occidental Petroleum... 2013-06-30 Reduce$78.95 - $94.75
($88.19)
$ 96.529%Reduce -24.14%11,629
PBR Petroleo Brasileiro ... 2013-06-30 Reduce$13.32 - $19.48
($17.04)
$ 13.59-20%Reduce -65.41%56,472
SMFG Sumitomo Mitsui Fina... 2013-06-30 Reduce$7.71 - $9.86
($8.93)
$ 8.22-8%Reduce -32.3%54,220
TIP iShares Barclays TIP... 2013-06-30 Reduce$110.02 - $122.57
($118.22)
$ 112.78-5%Reduce -30.02%7,761
TWX Time Warner Inc 2013-06-30 Reduce$56.16 - $61.52
($59.02)
$ 74.226%Reduce -30.72%11,871
UN Unilever NV 2013-06-30 Reduce$37.94 - $42.78
($41.15)
$ 39.26-5%Reduce -23.57%14,636
UNP Union Pacific Corp 2013-06-30 Reduce$67.88 - $79.96
($75.35)
$ 106.9942%Reduce -23.54%5,354
BCS Barclays PLC 2013-06-30 Reduce$17.12 - $20.03
($18.52)
$ 14.77-20%Reduce -40.75%11,766
HAL Halliburton Company 2013-06-30 Reduce$37.21 - $45.55
($41.8)
$ 64.4754%Reduce -26.57%5,223
FXI iShares FTSE/Xinhua ... 2013-06-30 Reduce$31.7 - $38.62
($36)
$ 37.785%Reduce -45.74%9,992
FTI FMC Technologies, In... 2013-06-30 Reduce$48.5 - $58.73
($54.81)
$ 54.22-1%Reduce -20.05%129,385
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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
13.5% 5% 7.2%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
FIGY11,903,7311,563,750
LQD10,356,6231,235,130
JNJ10,448,4481,093,120
FEEU8,297,9361,099,330
AXP11,381,9521,079,810
AAPL10,744,159998,455
PFE31,482,489934,400
UTX8,275,881955,451
WFC18,549,738974,974
AMZN2,466,455801,055
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.3% 22.3%
Healthcare 13.8% 13.8%
Consumer Cyclical 11.8% 11.8%
Technology 7.6% 7.6%
Consumer Defensive 4.7% 4.7%
Energy 2.3% 2.3%
Basic Materials 1.8% 1.8%
Communication Services 1.4% 1.4%
Industrials 1.3% 1.3%
Real Estate 1% 1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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