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
BBD Bank Bradesco 2013-12-31 Sold Out $11.98 - $15.36
($13.58)
$ 14.9210%Sold Out0
PVH PVH Corp 2013-12-31 Reduce$117.55 - $134.97
($127.3)
$ 122.59-4%Reduce -38.48%16,630
RAD Rite Aid Corporation 2013-12-31 Reduce$4.83 - $6.11
($5.33)
$ 7.1634%Reduce -20.74%11,500
PBR Petroleo Brasileiro ... 2013-12-31 Reduce$13.34 - $17.9
($15.54)
$ 14.01-10%Reduce -33.51%18,140
NOV National Oilwell Var... 2013-12-31 Reduce$77.77 - $84.3
($80.68)
$ 82.372%Reduce -24.08%2,714
NABZY National Australia B... 2013-12-31 Reduce$14.69 - $17.6
($16.08)
$ 16.563%Reduce -28.35%80,753
HPQ Hewlett-Packard Co 2013-12-31 Reduce$20.75 - $28.31
($25.31)
$ 31.9326%Reduce -29.67%10,339
IXN iShares S&P Glob... 2013-12-31 Reduce$73.76 - $79.08
($76.75)
$ 83.739%Reduce -24.07%81,624
DEO Diageo PLC 2013-12-31 Reduce$121.85 - $131.55
($127.66)
$ 123.81-3%Reduce -26.48%38,176
WFM Whole Foods Market, ... 2013-12-31 Reduce$55.61 - $65.24
($59.31)
$ 48.13-19%Reduce -59.81%18,718
AMX America Movil, S.A.B... 2013-12-31 Reduce$19.56 - $23.51
($21.8)
$ 19.54-10%Reduce -25.05%17,382
USB U.S. Bancorp 2013-12-31 Reduce$35.7 - $40.6
($38.35)
$ 40.255%Reduce -22.63%6,138
VALE.P Vale SA 2013-12-31 Sold Out $13.28 - $15.33
($14.19)
$ 12.71-10%Sold Out0
BUD Anheuser-Busch Inbev... 2013-12-31 Reduce$95.84 - $106.04
($102.15)
$ 109.27%Reduce -26.99%49,333
PSX Phillips 66 2013-12-31 Reduce$56.89 - $75.12
($66.68)
$ 80.2820%Reduce -24.36%8,856
RIO Rio Tinto PLC 2013-12-31 Reduce$47.49 - $56.19
($52)
$ 55.266%Reduce -34.89%17,430
BRD Brigus Gold Corp 2013-12-31 Sold Out $0.52 - $0.796
($0.66)
$ 1.1574%Sold Out0
UNLRY PT Unilever Indonesi... 2013-12-31 Sold Out $47.75 - $58.11
($53.7)
$ 49.57-8%Sold Out0
DUK Duke Energy Corporat... 2013-12-31 Sold Out $66.33 - $73.21
($70.05)
$ 72.574%Sold Out0
CSG Chambers Street Prop... 2013-12-31 Sold Out $7.63 - $9.5
($8.53)
$ 7.7-10%Sold Out0
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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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