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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 :



TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
DLR Digital Realty Trust... 2013-03-31 Sold Out -0.02%$63.65 - $72.73
($67.91)
$ 61.48-10%Sold Out0
WU Western Union Compan... 2013-03-31 Sold Out -0.02%$13.36 - $15.04
($14.17)
$ 17.1321%Sold Out0
NVDA NVIDIA Corporation 2013-03-31 Sold Out -0.01%$11.98 - $13.15
($12.48)
$ 14.415%Sold Out0
CVE Cenovus Energy, Inc. 2013-03-31 Reduce-0.01%$30.77 - $34.25
($32.62)
$ 29.87-8%Reduce -83.17%19,488
WCG WellCare Health Plan... 2013-03-31 Sold Out -0.01%$45.78 - $60.25
($53.63)
$ 53.981%Sold Out0
TIBX TIBCO Software, Inc. 2013-03-31 Reduce-0.01%$20 - $24.35
($22.53)
$ 21.61-4%Reduce -37.94%161,960
SAPMY Saipem 2013-03-31 Sold Out -0.01%$12.835 - $21.6
($16.29)
$ 9.3-43%Sold Out0
KSS Kohl's Corp 2013-03-31 Sold Out -0.01%$41.81 - $49.32
($45.44)
$ 52.4415%Sold Out0
HON Honeywell Internatio... 2012-12-31 Reduce$59.15 - $64.29
($61.61)
$ 80.8531%Reduce -24.86%11,898
HPQ Hewlett-Packard Co 2012-12-31 Reduce$11.71 - $17.13
($13.93)
$ 25.4483%Reduce -32.79%16,141
HMC Honda Motor Co Ltd 2012-12-31 Reduce$29.36 - $36.63
($32.29)
$ 37.0615%Reduce -38.93%19,792
HAL Halliburton Company 2012-12-31 Reduce$29.95 - $35.65
($33.11)
$ 44.0733%Reduce -30.92%7,418
FLR Fluor Corporation 2012-12-31 Reduce$51.39 - $59.53
($55.53)
$ 63.2814%Reduce -26.74%21,640
NTAP NetApp, Inc. 2012-12-31 Sold Out $26.33 - $34.31
($30.69)
$ 39.3928%Sold Out0
KMP Kinder Morgan Energy... 2012-12-31 Reduce$76.24 - $85.99
($81.78)
$ 84.33%Reduce -31.2%3,111
LVS Las Vegas Sands Corp 2012-12-31 Reduce$40.56 - $47.38
($44.96)
$ 57.0727%Reduce -64.04%14,090
MDT Medtronic, Inc. 2012-12-31 Reduce$40.75 - $44.67
($42.32)
$ 52.9225%Reduce -52.38%19,248
MMM 3M Co 2012-12-31 Sold Out $87.31 - $95.37
($91.34)
$ 112.9724%Sold Out0
MOS Mosaic Co 2012-12-31 Reduce$49.1 - $56.44
($53.72)
$ 58.9810%Reduce -40.4%4,762
MS Morgan Stanley 2012-12-31 Reduce$16.09 - $19.27
($17.39)
$ 26.3251%Reduce -61.85%24,332
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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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