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Ken Fisher

Ken Fisher

Last Update: 2013-05-16

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 :



TickerupCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AAPL Apple Inc. 2009-09-30 Reduce-0.02%$135.4 - $186.15
($164.23)
$ 442.14169%Reduce -28.34%118,721
ACWI ISHARES TRUST - ISHA... 2009-09-30 Sold Out $33.1 - $41.38
($38.01)
$ 53.1740%Sold Out0
AIT Applied Industrial T... 2009-09-30 Reduce$18.39 - $22.82
($21.07)
$ 47.26124%Reduce -29.03%161,350
AZZ AZZ Inc. 2009-09-30 Reduce$15.73 - $21.24
($18.16)
$ 41.91131%Reduce -24.32%112,000
CNQ Canadian Natural Res... 2009-09-30 Sold Out $22.97 - $35.8
($29.48)
$ 30.323%Sold Out0
COP ConocoPhillips 2009-09-30 Reduce-0.01%$39.44 - $46.8
($43.99)
$ 62.7943%Reduce -99.07%65,054
CSE CapitalSource Inc. 2009-09-30 Sold Out $3.63 - $4.93
($4.26)
$ 9.32119%Sold Out0
DRAM Dataram Corp. 2009-09-30 Sold Out $1.35 - $3.97
($1.74)
$ 3.4598%Sold Out0
EWJ iShares MSCI Japan 2009-09-30 Reduce$9.19 - $10.3
($9.86)
$ 11.6218%Reduce -62.1%55,265
F Ford Motor Company 2009-09-30 Sold Out $5.35 - $8.44
($7.13)
$ 14.81108%Sold Out0
JWN Nordstrom Inc. 2009-09-30 Sold Out -0.33%$18.31 - $32.23
($26.84)
$ 60.16124%Sold Out0
KO The CocaCola Company 2009-09-30 Reduce$24.06 - $26.88
($25)
$ 41.9368%Reduce -48.31%46,192
LMT Lockheed Martin Corp... 2009-09-30 Reduce$73.13 - $82.49
($76.54)
$ 106.339%Reduce -44.68%9,445
LTRX Lantronix Inc. 2009-09-30 Sold Out $0.36 - $0.73
($0.48)
$ 1.62238%Sold Out0
MKSI MKS Instruments Inc. 2009-09-30 Reduce$13.37 - $20.4
($18.34)
$ 27.4950%Reduce -21.6%254,000
PFE Pfizer Inc 2009-09-30 Reduce$14.2 - $16.86
($15.95)
$ 29.1182%Reduce -49.46%89,856
PSA Public Storage Inc. 2009-09-30 Sold Out $62.42 - $79.36
($70.67)
$ 160.06126%Sold Out0
RDS.A Royal Dutch Shell pl... 2009-09-30 Reduce-0.01%$46.66 - $59.6
($53.47)
$ 67.827%Reduce -56.51%104,855
TKC Turkcell Iletisim Hi... 2009-09-30 Sold Out $13.35 - $17.4
($15.68)
$ 15.871%Sold Out0
UCBHQ UCBH Holdings Inc. 2009-09-30 Sold Out -0.01%$0.82 - $1.73
($1.19)
$ 0.005-100%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
-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 14.7% 14.7%
Consumer Cyclical 13.1% 13.1%
Healthcare 11.9% 11.9%
Consumer Defensive 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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