Ken Fisher

Ken Fisher

Last Update: 07-17-2015

Number of Stocks: 592
Number of New Stocks: 57

Total Value: $49,932 Mil
Q/Q Turnover: 5%

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
RY Royal Bank Of Canada 2015-06-30 Reduce-0.82%$60.36 - $67.28
($64.32)
$ 58.35-9%Reduce 98.48%102,319
LVMUY LVMH Moet Hennessy Louis Vuitton SE 2015-06-30 Reduce-0.42%$34.59 - $38.18
($36.02)
$ 37.344%Reduce 42.81%7,863,768
BHP BHP Billiton Ltd 2015-06-30 Reduce-0.22%$40.71 - $49.48
($45.21)
$ 38.37-15%Reduce 98.25%39,745
CFRUY CIE FINANCIERE RICHEMONT SA 2015-06-30 Reduce-0.12%$8 - $9.16
($8.6)
$ 8.640%Reduce 37.49%11,560,058
QRVO Qorvo Inc 2015-06-30 Reduce-0.11%$65.91 - $87.81
($77.56)
$ 57.95-25%Reduce 35.81%1,206,108
RIO Rio Tinto PLC 2015-06-30 Reduce-0.11%$40.96 - $46.88
($43.86)
$ 38.62-12%Reduce 97.84%27,984
OUTR Outerwall Inc 2015-06-30 Sold Out -0.09%$65.56 - $83.1
($72.86)
$ 70.82-3%Sold Out0
PRGO Perrigo Co PLC 2015-06-30 Reduce-0.08%$163.73 - $203.69
($190.23)
$ 192.201%Reduce 49.28%233,870
WABC Westamerica Bancorp 2015-06-30 Reduce-0.06%$42.7 - $51.69
($45.96)
$ 48.987%Reduce 71.35%246,933
EC Ecopetrol SA 2015-06-30 Sold Out -0.05%$12.85 - $17.48
($15.32)
$ 11.29-26%Sold Out0
BID Sothebys 2015-06-30 Reduce-0.04%$40.94 - $46.93
($44.24)
$ 41.83-5%Reduce 28.69%1,058,228
KATE Kate Spade & Co 2015-06-30 Reduce-0.04%$21.54 - $34.38
($28.99)
$ 20.12-31%Reduce 19.29%2,285,696
NVO Novo Nordisk A/S 2015-06-30 Reduce-0.04%$53.39 - $58.02
($56.17)
$ 58.965%Reduce 2.88%12,295,864
CNI Canadian National Railway Co 2015-06-30 Reduce-0.03%$57.75 - $68.1
($62.71)
$ 62.43-0%Reduce 21.34%784,916
DPZ Domino's Pizza Inc 2015-06-30 Reduce-0.02%$98.36 - $114.9
($107.69)
$ 113.846%Reduce 6.88%1,586,497
GOOG Google Inc 2015-06-30 Reduce-0.02%$520.51 - $563.51
($535.95)
$ 625.6117%Reduce 3.41%556,105
LAZ Lazard Ltd 2015-06-30 Reduce-0.02%$52.59 - $58.43
($55.57)
$ 55.41-0%Reduce 12.37%1,431,839
NCR NCR Corp 2015-06-30 Reduce-0.02%$27.44 - $34.73
($30.12)
$ 27.54-9%Reduce 16.36%1,486,005
SNN Smith & Nephew PLC 2015-06-30 Reduce-0.02%$33.68 - $35.8
($34.72)
$ 37.017%Reduce 9.42%2,083,106
USB U.S. Bancorp 2015-06-30 Reduce-0.02%$42.44 - $45.1
($43.71)
$ 45.213%Reduce 22.39%772,206
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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)
AAPL11,012,3261,381,221
LQD11,544,0051,335,872
FIGY11,089,3881,304,112
AMZN2,490,5421,081,120
PFE31,816,7491,066,816
WFC18,703,5661,051,889
JNJ10,641,7561,037,146
V14,549,446976,995
DIS8,448,724964,337
JPM13,741,257931,108
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.5% 22.5%
Healthcare 16.2% 16.2%
Consumer Cyclical 12.9% 12.9%
Technology 7% 7%
Consumer Defensive 4.9% 4.9%
Energy 1.7% 1.7%
Communication Services 1.5% 1.5%
Basic Materials 1.1% 1.1%
Industrials 0.9% 0.9%
Real Estate 0.9% 0.9%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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