Ken Fisher

Ken Fisher

Last Update: 04-30-2015

Number of Stocks: 565
Number of New Stocks: 42

Total Value: $48,828 Mil
Q/Q Turnover: 3%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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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
STE Steris Corp 2015-03-31 Reduce$63.28 - $70.38
($65.98)
$ 64.54-2%Reduce 0.25%1,624,591
SYK Stryker Corporation 2015-03-31 Reduce$90.07 - $96.01
($93.08)
$ 95.763%Reduce 1.37%3,320
T AT&T Inc 2015-03-31 Reduce$32.62 - $34.87
($33.65)
$ 35.736%Reduce 11.26%44,923
TCBI Texas Capital Bancshares Inc 2015-03-31 Reduce$40.85 - $53.34
($47.15)
$ 62.3432%Reduce 2.24%779,565
TCEHY Tencent Holdings Ltd 2015-03-31 Reduce$14.375 - $19
($17.11)
$ 20.1918%Reduce 0.51%4,512,231
TD Toronto-Dominion Bank 2015-03-31 Reduce$39.83 - $46.91
($42.97)
$ 42.33-1%Reduce 0.22%113,034
TGT Target Corp 2015-03-31 Reduce$73.61 - $82.14
($77.24)
$ 82.277%Reduce 3.06%2,950
THS Treehouse Foods Inc 2015-03-31 Reduce$80 - $92.9
($86.28)
$ 80.58-7%Reduce 1.72%722,754
TLK Telekomunikasi Indonesia (Persero) Tbk 2015-03-31 Reduce$42.73 - $46.89
($44.85)
$ 43.71-3%Reduce 35.43%22,370
TM Toyota Motor Corp 2015-03-31 Reduce$122.1 - $145.32
($133.49)
$ 132.75-1%Reduce 0.07%4,638,335
TRV Travelers Companies Inc 2015-03-31 Reduce$102.82 - $109.73
($106.81)
$ 99.23-7%Reduce 9.24%2,465
TTC Toro Co 2015-03-31 Reduce$61 - $70.12
($66.25)
$ 68.634%Reduce 1.61%933,254
TXN Texas Instruments Inc 2015-03-31 Reduce$51.78 - $59.94
($56.16)
$ 51.97-7%Reduce 0.80%5,443
UGP Ultrapar Participacoes SA 2015-03-31 Reduce$17.8 - $20.88
($19.51)
$ 21.118%Reduce 33.84%202,726
UMBF UMB Financial Corp 2015-03-31 Reduce$48.52 - $56.09
($51.86)
$ 56.449%Reduce 0.71%780,280
UNFI United Natural Foods Inc 2015-03-31 Reduce$72.9 - $83.53
($78.38)
$ 62.01-21%Reduce 2.20%380,970
VECO Veeco Instruments Inc 2015-03-31 Reduce$29.12 - $35.12
($31.28)
$ 28.23-10%Reduce 1.67%2,087,149
VLO Valero Energy Corp 2015-03-31 Reduce$44.07 - $63.78
($55.8)
$ 64.7216%Reduce 2.73%179,219
VSH Vishay Intertechnology Inc 2015-03-31 Reduce$13.2 - $14.59
($13.79)
$ 11.63-16%Reduce 2.11%4,120,767
WABC Westamerica Bancorp 2015-03-31 Reduce$40.68 - $48.44
($43.62)
$ 50.3916%Reduce 1.41%861,858
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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
7.7% 4.7% 7.1%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD11,288,0501,373,869
AAPL10,810,5571,345,158
FIGY11,218,0711,333,717
PFE31,208,2711,085,736
JNJ10,456,8161,051,956
WFC18,537,2471,008,426
UTX8,067,680945,532
HD8,297,491942,678
V14,316,089936,415
AMZN2,465,621917,458
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.3% 22.3%
Healthcare 15% 15%
Consumer Cyclical 13% 13%
Technology 7.2% 7.2%
Consumer Defensive 5% 5%
Energy 1.8% 1.8%
Basic Materials 1.5% 1.5%
Communication Services 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


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