Ken Fisher

Ken Fisher

Last Update: 2014-01-16

Number of Stocks: 528
Number of New Stocks: 60

Total Value: $44,364 Mil
Q/Q Turnover: 4%

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



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
EOG EOG Resources 2012-12-31 Reduce$54.39 - $62.19
($58.14)
$ 101.0174%Reduce -38.29%2,124
CHEUY Cheung Kong Holdings... 2012-12-31 Reduce$14.31 - $15.69
($14.97)
$ 17.5317%Reduce -50.35%14,649
CAT Caterpillar Inc 2012-12-31 Reduce$81.1 - $90.79
($85.49)
$ 102.9320%Reduce -49.69%21,095
AAUKY Anglo American PLC 2012-12-31 Reduce$13.32 - $15.57
($14.62)
$ 12.95-11%Reduce -33.63%26,112
ABB ABB, Ltd. 2012-12-31 Reduce$17.69 - $20.83
($19.2)
$ 25.6334%Reduce -56.46%55,858
AMAT Applied Materials, I... 2012-12-31 Reduce$10.15 - $11.5
($10.89)
$ 18.9274%Reduce -24.58%27,476
BA Boeing Co 2012-12-31 Reduce$69.53 - $76.2
($73.02)
$ 126.0473%Reduce -43.25%30,622
BCS Barclays PLC 2012-12-31 Reduce$14.09 - $17.47
($15.54)
$ 16.073%Reduce -58.68%33,059
BEN Franklin Resources I... 2012-12-31 Reduce$41.55 - $44.45
($43.05)
$ 52.6822%Reduce -33.82%8,775
BLK BlackRock Inc 2012-12-31 Reduce$177.17 - $209.29
($192.91)
$ 310.1561%Reduce -54.12%3,081
BNS Bank of Nova Scotia 2012-12-31 Reduce$52.72 - $58.85
($55.43)
$ 59.127%Reduce -40.39%4,881
FLR Fluor Corporation 2012-12-31 Reduce$51.39 - $59.53
($55.53)
$ 77.3239%Reduce -26.74%21,640
HAL Halliburton Company 2012-12-31 Reduce$29.95 - $35.65
($33.11)
$ 60.583%Reduce -30.92%7,418
HMC Honda Motor Co Ltd 2012-12-31 Reduce$29.36 - $36.63
($32.29)
$ 34.567%Reduce -38.93%19,792
PNC PNC Financial Servic... 2012-12-31 Reduce$53.69 - $64.95
($58.21)
$ 84.3845%Reduce -50.77%19,826
PPG PPG Industries, Inc. 2012-12-31 Reduce$114.23 - $135.24
($121.51)
$ 191.6358%Reduce -23%15,481
PSX Phillips 66 2012-12-31 Reduce$43.92 - $53.58
($48.71)
$ 81.1166%Reduce -25.57%8,311
SMFG Sumitomo Mitsui Fina... 2012-12-31 Reduce$5.87 - $7.33
($6.34)
$ 8.229%Reduce -65.53%127,946
TRW TRW Automotive Holdi... 2012-12-31 Reduce$44.37 - $52.79
($49.14)
$ 81.3966%Reduce -24.39%58,900
TWC Time Warner Cable In... 2012-12-31 Reduce$89.29 - $100.31
($95.55)
$ 135.6242%Reduce -52.53%2,089
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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)
FIGY11,919,5911,359,560
FBG22,008,3461,006,440
FEEU8,385,0251,028,090
LQD8,958,5751,022,960
AXP10,912,619990,102
AMZN2,406,308959,612
PFE30,626,382938,086
JNJ10,165,567931,064
UTX7,925,527901,925
GE29,918,001838,602
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 21.3% 21.3%
Consumer Cyclical 13.9% 13.9%
Healthcare 11.7% 11.7%
Technology 7.3% 7.3%
Consumer Defensive 5.3% 5.3%
Energy 2.5% 2.5%
Basic Materials 2% 2%
Communication Services 1.4% 1.4%
Industrials 1.2% 1.2%
Real Estate 1% 1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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