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Ken Fisher

Ken Fisher

Last Update: 2013-05-14

Number of Stocks: 474
Number of New Stocks: 48

Total Value: $37,628 Mil
Q/Q Turnover: 5%

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



TickerCompanydownDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
HSIC Henry Schein Inc. 2010-06-30 Reduce-0.02%$53.8 - $62.39
($57.9)
$ 96.767%Reduce -28.49%307,121
HNZ H.J. Heinz Company 2010-06-30 Reduce-0.01%$43.85 - $47.07
($45.71)
$ 72.4959%Reduce -42.39%99,996
GOOG Google Inc. 2010-06-30 Reduce-0.01%$454.26 - $595.3
($512.61)
$ 900.6876%Reduce -29.86%11,728
GIS General Mills Inc. 2010-06-30 Reduce$34.735 - $38.93
($36.32)
$ 49.1835%Reduce -25.11%36,392
EXC Exelon Corp. 2010-06-30 Reduce$37.63 - $45.08
($41.38)
$ 30.68-26%Reduce -21.57%89,920
EOG EOG Resources Inc. 2010-06-30 Reduce-0.01%$95.58 - $113.72
($106.12)
$ 135.5928%Reduce -32.96%107,274
LLY Eli Lilly and Compan... 2010-06-30 Reduce$32.25 - $36.92
($34.57)
$ 51.3749%Reduce -49.08%73,730
EA Electronic Arts Inc. 2010-06-30 Reduce$14.65 - $19.97
($17.58)
$ 22.9130%Reduce -99.6%55,439
EIX Edison International 2010-06-30 Reduce$31.23 - $34.69
($33.34)
$ 46.4939%Reduce -57.51%38,285
DTE DTE Energy Company 2010-06-30 Reduce$44.42 - $48.91
($46.54)
$ 66.0842%Reduce -21.7%33,577
DO Diamond Offshore Dri... 2010-06-30 Reduce$56.94 - $92.22
($73.45)
$ 67.96-8%Reduce -24.39%99,990
DVN Devon Energy Corp. 2010-06-30 Reduce-0.16%$60.29 - $70.13
($66.01)
$ 54.13-18%Reduce -77.41%976,214
CSX CSX Corp. 2010-06-30 Reduce-0.01%$16.22 - $19.17
($17.8)
$ 24.638%Reduce -28.92%169,098
ABV Companhia de Bebidas... 2010-06-30 Reduce$92.01 - $108.12
($98.37)
$ 34.9-64%Reduce -20.84%58,700
CI CIGNA Corp. 2010-06-30 Reduce$31.22 - $37.15
($33.96)
$ 68.93103%Reduce -32.47%92,150
CHL China Mobile Ltd. 2010-06-30 Reduce$46.27 - $52.07
($49)
$ 48.840%Reduce -99.63%21,202
CHK Chesapeake Energy Co... 2010-06-30 Reduce$20.75 - $25.36
($23.44)
$ 20.8-11%Reduce -33.72%169,042
CELG Celgene Corp. 2010-06-30 Reduce-0.01%$51.47 - $63.4
($57.39)
$ 116.89104%Reduce -33.62%85,720
CDR Cedar Shopping Cente... 2010-06-30 Reduce-0.01%$5.89 - $8.29
($7.15)
$ 5.56-22%Reduce -22.69%2,180,950
BC Brunswick Corp. 2010-06-30 Reduce-0.04%$12.82 - $22.69
($17.63)
$ 31.4678%Reduce -21.92%3,931,853
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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
-2.7% 6% 6.3%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD7,842,017940,258
PFE30,711,655886,338
JNJ10,133,469826,182
CSCO36,290,508758,290
AXP10,807,046729,043
GE30,120,181696,379
IBM3,149,765671,845
WFC18,309,032677,251
HBC12,384,725660,601
AAPL1,500,784664,337
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 14.8% 14.8%
Consumer Cyclical 13.1% 13.1%
Consumer Defensive 11.7% 11.7%
Healthcare 11.7% 11.7%
Technology 5.1% 5.1%
Basic Materials 4.2% 4.2%
Energy 3.9% 3.9%
Communication Services 3.5% 3.5%
Industrials 2% 2%
Real Estate 1.4% 1.4%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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