Ken Fisher

Ken Fisher

Last Update: 11-09-2016

Number of Stocks: 720
Number of New Stocks: 65

Total Value: $53,999 Mil
Q/Q Turnover: 4%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Bought 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
FIEE UBS AG FI Enhanced Europe 50 ETN due February 12 2 2016-09-30 Add0.62%$109.05 - $126.71
($119.85)
$ 108.42-10%Add 593.46%3,258,256
GS Goldman Sachs Group Inc 2016-09-30 Add0.52%$144.45 - $171.66
($162.57)
$ 228.5541%Add 693.08%1,971,845
BMWYY Bayerische Motoren Werke AG 2016-09-30 Add0.17%$24.01 - $29.96
($28.12)
$ 29.565%Add 264.76%4,668,240
NXPI NXP Semiconductors NV 2016-09-30 Add0.17%$76.05 - $102.01
($84.75)
$ 97.8015%Add 115.84%1,719,763
CFRUY Cie Financiere Richemont SA 2016-09-30 Add0.16%$5.59 - $6.26
($5.93)
$ 6.5711%Add 287.05%19,491,910
COF Capital One Financial Corp 2016-09-30 Add0.15%$60.86 - $72.5
($68.68)
$ 86.7126%Add 607.86%1,383,441
LYG Lloyds Banking Group PLC 2016-09-30 Add0.13%$2.55 - $3.31
($2.97)
$ 2.980%Add 28.50%107,409,120
MS Morgan Stanley 2016-09-30 Add0.12%$25 - $32.24
($29.83)
$ 42.0941%Add 656.92%2,350,035
AZN AstraZeneca PLC 2016-09-30 Add0.1%$29.97 - $34.5
($32.68)
$ 25.82-21%Add 483.39%1,977,585
LQD iShares iBoxx $ Investment Grade Corporate Bond 2016-09-30 Add0.1%$121.43 - $124.4
($123.18)
$ 116.65-5%Add 3.00%14,344,697
TV Grupo Televisa SAB 2016-09-30 Add0.09%$24.38 - $27.75
($26.39)
$ 19.89-25%Add 41.47%6,323,185
FIHD UBS AG FI Enhanced Global High Yield ETN due March 2016-09-30 Add0.09%$118.22 - $129.86
($125.3)
$ 118.48-5%Add 45.98%1,199,042
UBS UBS Group AG 2016-09-30 Add0.09%$12.23 - $14.71
($13.61)
$ 16.1319%Add 11.52%35,026,108
PNC PNC Financial Services Group Inc 2016-09-30 Add0.08%$78.83 - $90.9
($85.83)
$ 111.5030%Add 634.31%549,765
JD JD.com Inc 2016-09-30 Add0.07%$20.38 - $26.86
($24.1)
$ 25.958%Add 18.28%9,604,780
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN 2016-09-30 Add0.06%$125.93 - $140.11
($135.76)
$ 135.28-0%Add 4.91%5,429,004
DST DST Systems Inc 2016-09-30 Add0.05%$116.41 - $125.81
($121.04)
$ 105.06-13%Add 147.92%347,502
FBGX UBS AG FI Enhanced Large Cap Growth ETN 2016-09-30 Add0.05%$125.64 - $139.61
($135.28)
$ 134.84-0%Add 3.21%6,364,657
RDY Dr Reddy's Laboratories Ltd 2016-09-30 Add0.04%$43.61 - $54.45
($47.74)
$ 46.69-2%Add 8.99%5,696,909
JNK SPDR Bloomberg Barclays High Yield Bond 2016-09-30 Add0.04%$35.36 - $36.73
($36.26)
$ 36.12-0%Add 142.18%1,042,048
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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:

» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 18.9% 18.9%
Healthcare 14.7% 14.7%
Consumer Cyclical 12.3% 12.3%
Consumer Defensive 7.1% 7.1%
Technology 6.6% 6.6%
Communication Services 1.8% 1.8%
Energy 1.7% 1.7%
Basic Materials 1.1% 1.1%
Real Estate 0.9% 0.9%
Industrials 0.7% 0.7%
Utilities 0.2% 0.2%
» More Sector Weightings


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