Ken Fisher

Ken Fisher

Last Update: 2014-07-25

Number of Stocks: 558
Number of New Stocks: 80

Total Value: $47,563 Mil
Q/Q Turnover: 10%

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
UN Unilever NV 2014-06-30 Sold Out $40.57 - $44.31
($42.89)
$ 41.19-4%Sold Out0
CAT Caterpillar Inc 2014-06-30 Reduce$99.81 - $109.38
($104.91)
$ 107.73%Reduce -35.14%8,186
CEO CNOOC Ltd 2014-06-30 Reduce$151.72 - $182.14
($169.09)
$ 195.8916%Reduce -26.03%2,100
CMWAY Commonwealth Bank of... 2014-06-30 Reduce$70.97 - $77.3
($74.54)
$ 77.053%Reduce -20.33%63,360
DEO Diageo PLC 2014-06-30 Reduce$121.67 - $130.6
($126)
$ 118.6-6%Reduce -32.43%25,334
DD E I du Pont de Nemou... 2014-06-30 Reduce$65.44 - $69.67
($67.7)
$ 66.22-2%Reduce -25.41%3,761
EMC EMC Corp 2014-06-30 Reduce$25.21 - $27.9
($26.41)
$ 29.712%Reduce -27.65%15,663
EFA iShares MSCI EAFE In... 2014-06-30 Reduce$66.26 - $70.67
($68.52)
$ 66.51-3%Reduce -34.88%30,142
FMX Fomento Economico Me... 2014-06-30 Reduce$90.57 - $100.22
($94.89)
$ 96.241%Reduce -22.01%26,830
WSM Williams-Sonoma Inc 2014-06-30 Reduce$61.31 - $71.87
($65.66)
$ 72.8711%Reduce -79.59%2,952
BTI British American Tob... 2014-06-30 Reduce$110.09 - $122.99
($117.1)
$ 116.80%Reduce -27.62%5,494
BRS Bristow Group Inc 2014-06-30 Reduce$72.36 - $79.87
($75.87)
$ 70.62-7%Reduce -20.63%5,000
AMX America Movil SAB de... 2014-06-30 Reduce$19.33 - $20.8
($20.01)
$ 23.7319%Reduce -29.93%10,091
VOO Vanguard Index Funds 2014-06-30 Reduce$166.26 - $180.45
($174.11)
$ 182.385%Reduce -38.07%5,317
VIS Vanguard Industrials... 2014-06-30 Reduce$97.61 - $106.43
($102.27)
$ 104.522%Reduce -39.21%31,633
TRW TRW Automotive Holdi... 2014-06-30 Reduce$78.53 - $89.19
($83.41)
$ 98.4718%Reduce -31.79%37,717
RIO Rio Tinto PLC 2014-06-30 Reduce$51.3 - $57.33
($54.25)
$ 57.536%Reduce -29.15%10,525
PM Philip Morris Intern... 2014-06-30 Reduce$82.21 - $91.34
($86.12)
$ 85.09-1%Reduce -21.75%20,840
NSRGY Nestle SA 2014-06-30 Reduce$75.26 - $80.3
($77.45)
$ 76.81-1%Reduce -25.54%26,167
MS Morgan Stanley 2014-06-30 Reduce$28.47 - $32.66
($30.81)
$ 32.546%Reduce -23.7%7,245
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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)
FIGY11,903,7311,563,750
LQD10,356,6231,235,130
JNJ10,448,4481,093,120
FEEU8,297,9361,099,330
AXP11,381,9521,079,810
AAPL10,744,159998,455
PFE31,482,489934,400
UTX8,275,881955,451
WFC18,549,738974,974
AMZN2,466,455801,055
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.3% 22.3%
Healthcare 13.8% 13.8%
Consumer Cyclical 11.8% 11.8%
Technology 7.6% 7.6%
Consumer Defensive 4.7% 4.7%
Energy 2.3% 2.3%
Basic Materials 1.8% 1.8%
Communication Services 1.4% 1.4%
Industrials 1.3% 1.3%
Real Estate 1% 1%
Utilities 0.2% 0.2%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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