Ken Fisher

Ken Fisher

Last Update: 01-24-2018

Number of Stocks: 863
Number of New Stocks: 137

Total Value: $73,590 Mil
Q/Q Turnover: 7%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-12-31.

Plans start from as little as $399/year. 7-Day FREE TRIAL

Ken Fisher Latest Trades 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
FIHD UBS AG FI Enhanced Global High Yield ETN due March 2017-12-31 Buy 1.5%$161.26 - $172.08
($166.01)
$ 168.882%New holding6,434,433
BAC Bank of America Corporation 2017-12-31 Reduce-0.59%$25.45 - $29.88
($27.56)
$ 32.1217%Reduce -97.14%465,383
COST Costco Wholesale Corp 2017-12-31 Add0.56%$154.61 - $192.73
($172.45)
$ 188.059%Add 2114.94%2,326,481
HD The Home Depot Inc 2017-12-31 Reduce-0.37%$162.71 - $190.36
($172.49)
$ 185.087%Reduce -27.59%3,968,443
WMT Walmart Inc 2017-12-31 Add0.35%$78.45 - $99.62
($91.7)
$ 93.262%Add 43.46%8,706,981
NSRGY Nestle SA 2017-12-31 Add0.34%$82.63 - $87.6
($85.15)
$ 80.79-5%Add 29317.65%2,909,406
CMCSA Comcast Corp 2017-12-31 Reduce-0.33%$35.15 - $40.82
($37.59)
$ 39.415%Reduce -42.39%7,904,035
DIS Walt Disney Co 2017-12-31 Reduce-0.33%$96.93 - $111.81
($102.99)
$ 105.663%Reduce -51.25%2,177,690
JPM JPMorgan Chase & Co 2017-12-31 Reduce-0.32%$95.86 - $107.83
($101.2)
$ 116.2615%Reduce -31.77%4,872,987
UN Unilever NV 2017-12-31 Add0.3%$55.74 - $61.39
($57.63)
$ 53.21-8%Add 10119.68%3,860,177
DMLRY Daimler AG 2017-12-31 Reduce-0.21%$19.87 - $21.41
($20.64)
$ 21.544%Reduce -41.79%7,497,348
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN 2017-12-31 Add0.15%$197.34 - $230.55
($215.38)
$ 245.0014%Add 7.35%7,256,016
BBD Bank Bradesco SA 2017-12-31 Add0.12%$9.73 - $11.68
($10.53)
$ 12.3217%Add 36.87%31,520,478
GS Goldman Sachs Group Inc 2017-12-31 Reduce-0.12%$235.11 - $261.01
($245.24)
$ 264.498%Reduce -33.65%659,027
ITUB Itau Unibanco Holding SA 2017-12-31 Add0.12%$12.33 - $14.34
($13.17)
$ 16.2523%Add 33.85%25,914,919
TOELY Tokyo Electron Ltd 2017-12-31 Buy 0.12%$37.83 - $52.4
($45.47)
$ 48.316%New holding1,969,212
YASKY YASKAWA Electric Corp 2017-12-31 Buy 0.12%$63.08 - $95.55
($78.64)
$ 92.7518%New holding986,213
RBGLY Reckitt Benckiser Group PLC 2017-12-31 Add0.11%$16.94 - $19.51
($17.95)
$ 16.56-8%Add 141.33%7,109,169
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2017-12-31 Add0.11%$87.05 - $88.23
($87.65)
$ 84.81-3%Add 143.65%1,614,863
BMWYY Bayerische Motoren Werke AG 2017-12-31 Reduce-0.1%$33.36 - $35.05
($34.09)
$ 35.965%Reduce -46.96%2,297,887
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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
5.1% 4% 6.8%
» More Profile & Performance

Ken Fisher's Current Portfolio:

Ticker Shares Value ($1000)
LQD22,614,6352,749,035
AMZN1,793,5572,097,512
AAPL11,206,9741,896,556
V16,419,4861,872,150
BABA10,671,1991,840,035
JNJ12,127,3791,694,437
FIGY9,684,3461,656,895
FLGE7,256,0161,655,025
MSFT16,946,7381,449,624
TSM33,991,6851,347,770
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 20.3% 20.3%
Healthcare 13.2% 13.2%
Consumer Cyclical 10.3% 10.3%
Consumer Defensive 7.4% 7.4%
Technology 5.7% 5.7%
Communication Services 3% 3%
Energy 1.5% 1.5%
Basic Materials 1.1% 1.1%
Real Estate 0.6% 0.6%
Industrials 0.1% 0.1%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}