Ken Fisher

Ken Fisher

Last Update: 2014-11-10

Number of Stocks: 545
Number of New Stocks: 47

Total Value: $46,911 Mil
Q/Q Turnover: 2%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-09-30.

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
MON Monsanto Company 2013-09-30 Reduce$94.81 - $107.28
($100.47)
$ 119.5919%Reduce -20.41%2,301
MS Morgan Stanley 2013-09-30 Reduce$24.04 - $29.02
($26.87)
$ 38.142%Reduce -36.86%7,741
NKE Nike, Inc. 2013-09-30 Reduce$62.49 - $73.64
($65.23)
$ 97.0849%Reduce -29.98%6,900
NLY Annaly Capital Manag... 2013-09-30 Reduce$10.66 - $12.54
($11.76)
$ 11.23-4%Reduce -30.21%11,604
NOV National Oilwell Var... 2013-09-30 Reduce$62.52 - $71.92
($66.86)
$ 65.27-2%Reduce -40.43%3,575
NSC Norfolk Southern Cor... 2013-09-30 Reduce$71.66 - $78.3
($74.91)
$ 108.9846%Reduce -26.55%4,250
PBR Petroleo Brasileiro ... 2013-09-30 Reduce$12.13 - $16.37
($14.24)
$ 6.9-52%Reduce -51.69%27,282
PCLN Priceline.com, Inc. 2013-09-30 Reduce$841.06 - $1014.97
($935.59)
$ 1104.5818%Reduce -33.39%429
PNC PNC Financial Servic... 2013-09-30 Reduce$72.24 - $77.65
($74.7)
$ 92.3624%Reduce -41.64%6,061
SBUX Starbucks Corporatio... 2013-09-30 Reduce$66.61 - $77.33
($71.88)
$ 80.0311%Reduce -27.42%9,535
SMFG Sumitomo Mitsui Fina... 2013-09-30 Reduce$8.85 - $10.14
($9.49)
$ 7.11-25%Reduce -39.9%32,587
MDLZ Mondelez Internation... 2013-09-30 Reduce$28.58 - $32.94
($31.04)
$ 36.5818%Reduce -69.13%7,050
IWN iShares Russell 2000... 2013-09-30 Reduce$86.48 - $92.43
($90.13)
$ 100.812%Reduce -38.43%11,260
GLD SPDR Gold Trust (ETF... 2013-09-30 Reduce$118.09 - $136.75
($128.49)
$ 115.15-10%Reduce -28.59%2,375
UN Unilever NV 2013-09-30 Reduce$37.28 - $41.58
($39.56)
$ 39.811%Reduce -29.59%10,305
TWX Time Warner Inc 2013-09-30 Reduce$59.52 - $66.2
($62.39)
$ 84.3835%Reduce -45.06%6,522
ABB ABB, Ltd. 2013-09-30 Reduce$21.41 - $24.03
($22.53)
$ 21.22-6%Reduce -37.24%14,092
ABT Abbott Laboratories 2013-09-30 Reduce$32.93 - $36.88
($35.12)
$ 45.7730%Reduce -21.02%8,439
AMX America Movil, S.A.B... 2013-09-30 Reduce$19.24 - $22.3
($20.57)
$ 21.796%Reduce -53.22%23,193
APC Anadarko Petroleum C... 2013-09-30 Reduce$86.77 - $95.53
($91)
$ 81.01-11%Reduce -20.9%13,509
Premium Real Time Picks are included for Premium Members only!!
*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)
FIGY11,784,5881,443,540
LQD10,830,6991,280,400
JNJ10,446,1561,113,460
AAPL10,741,1851,082,170
WFC18,557,016962,552
FEEU8,208,233969,967
AXP11,387,462996,858
PFE31,702,495937,443
UTX8,381,490885,085
GE30,801,556789,136
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.6% 22.6%
Healthcare 14.7% 14.7%
Consumer Cyclical 11.4% 11.4%
Technology 7.5% 7.5%
Consumer Defensive 4.8% 4.8%
Energy 2.2% 2.2%
Basic Materials 1.6% 1.6%
Communication Services 1.4% 1.4%
Industrials 1.1% 1.1%
Real Estate 0.9% 0.9%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


Add Notes, Comments

If you want to ask a question, or report a bug, please create a support ticket.

User Comments

No comment yet
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK