Ken Fisher

Ken Fisher

Last Update: 01-30-2015

Number of Stocks: 582
Number of New Stocks: 78

Total Value: $48,366 Mil
Q/Q Turnover: 6%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2014-12-31.

Plans start from as little as $349/year. 7-Day FREE TRIAL

Ken Fisher Sold 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
STJ St Jude Medical Inc 2014-03-31 Reduce$59.4 - $68.48
($65.1)
$ 67.644%Reduce -3.78%257,270
SYK Stryker Corporation 2014-03-31 Reduce$74.63 - $83.35
($79.31)
$ 92.5014%Reduce -82.85%3,410
T AT&T Inc 2014-03-31 Reduce$31.86 - $35.2
($33.32)
$ 32.51-2%Reduce -20.58%56,266
UN Unilever NV 2014-03-31 Reduce$36.72 - $41.07
($38.88)
$ 44.3712%Reduce -47.91%5,382
UNH UnitedHealth Group Inc 2014-03-31 Reduce$69.74 - $81.99
($75.27)
$ 118.7137%Reduce -3.48%2,857
VOD Vodafone Group PLC 2014-03-31 Reduce$36.05 - $49.095
($43.8)
$ 33.67-30%Reduce -58.56%16,970
WBA Walgreens Boots Alliance Inc 2014-03-31 Reduce$55.57 - $69.09
($62.45)
$ 86.9628%Reduce -25.69%4,263
CSCO Cisco Systems Inc 2013-12-31 Reduce-0.72%$20.24 - $23.995
($22.1)
$ 27.9221%Reduce -44.96%14,854,305
ORCL Oracle Corporation 2013-12-31 Reduce-0.69%$32.19 - $37.99
($34.33)
$ 43.0020%Reduce -43.11%10,945,558
PEP PepsiCo Inc 2013-12-31 Reduce-0.63%$78.93 - $86.68
($83.09)
$ 95.8113%Reduce -39.60%4,900,559
UBS UBS Group AG 2013-12-31 Reduce-0.34%$18.03 - $21.57
($19.28)
$ 19.833%Reduce -26.01%19,357,658
AAPL Apple Inc 2013-12-31 Reduce-0.29%$68.71 - $81.44
($75.59)
$ 124.7539%Reduce -16.26%1,289,647
BTI British American Tobacco PLC 2013-12-31 Reduce-0.16%$102.1 - $111.03
($106.46)
$ 111.655%Reduce -97.05%18,032
ASML ASML Holding NV 2013-12-31 Reduce-0.06%$86.94 - $100.96
($92.57)
$ 94.502%Reduce -22.04%874,464
NSRGY Nestle SA 2013-12-31 Reduce-0.05%$67.08 - $73.9
($71.85)
$ 78.118%Reduce -78.92%78,708
WMMVY Wal - Mart de Mexico SAB de CV 2013-12-31 Reduce-0.05%$24.01 - $27.13
($25.91)
$ 24.91-4%Reduce -35.98%1,412,457
VOD Vodafone Group PLC 2013-12-31 Reduce-0.03%$63.13 - $71.96
($67.65)
$ 33.67-101%Reduce -81.62%40,947
ABC AmerisourceBergen Corp 2013-12-31 Reduce-0.01%$61.19 - $70.89
($67.2)
$ 112.6140%Reduce -29.02%189,305
CHL China Mobile Ltd 2013-12-31 Reduce-0.01%$51.63 - $56.5
($53.16)
$ 67.6821%Reduce -71.81%18,021
PM Philip Morris International Inc 2013-12-31 Reduce-0.01%$84.16 - $91.64
($87.33)
$ 85.26-2%Reduce -60.15%34,470
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
7.7% 4.7% 7.1%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
FIGY11,527,4621,361,400
LQD11,099,4851,325,390
AAPL10,763,9491,188,120
JNJ10,424,6071,090,100
AXP11,264,8101,048,080
WFC18,509,2541,014,680
PFE31,196,415971,768
V14,226,920932,575
UTX8,042,663924,906
HD8,294,708870,696
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.1% 23.1%
Healthcare 14.1% 14.1%
Consumer Cyclical 11.9% 11.9%
Technology 7.7% 7.7%
Consumer Defensive 5% 5%
Energy 2% 2%
Communication Services 1.5% 1.5%
Basic Materials 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


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)
FEEDBACK