Ken Fisher

Ken Fisher

Last Update: 05-11-2018

Number of Stocks: 778
Number of New Stocks: 63

Total Value: $74,944 Mil
Q/Q Turnover: 8%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $449/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
FIGY Barclays ETN FI Enhanced Global High Yield ETN 2018-03-31 Reduce-2.17%$155.74 - $185.65
($170.09)
$ 161.66-5%Reduce -96.53%336,206
FEEU Barclays ETN FI Enhanced Europe 50 ETN 2018-03-31 Reduce-0.63%$118.4 - $148.42
($131.76)
$ 126.54-4%Reduce -97.42%93,268
SLB Schlumberger Ltd 2018-03-31 Add0.51%$63.21 - $79.79
($69.84)
$ 71.823%Add 21872.09%5,868,964
C Citigroup Inc 2018-03-31 Reduce-0.46%$67.5 - $80.08
($75.21)
$ 69.19-8%Reduce -97.64%109,216
RDS.A Royal Dutch Shell PLC 2018-03-31 Add0.44%$61.75 - $71.42
($65.87)
$ 69.736%Add 6935.30%5,240,174
AXP American Express Co 2018-03-31 Reduce-0.29%$88.34 - $101.64
($96.86)
$ 101.705%Reduce -17.88%9,750,276
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2018-03-31 Add0.24%$84.13 - $87.24
($85.46)
$ 83.56-2%Add 130.13%3,716,263
CAA CalAtlantic Group Inc 2018-03-31 Sold Out -0.17%$51.82 - $64.35
($58.98)
$ 53.12-10%Sold Out0
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN 2018-03-31 Add0.17%$219.36 - $264.2
($244.68)
$ 251.403%Add 7.47%7,798,271
LQD iShares iBoxx $ Investment Grade Corporate Bond 2018-03-31 Add0.17%$115.72 - $120.97
($118.16)
$ 114.96-3%Add 4.69%23,674,931
FIHD UBS AG FI Enhanced Global High Yield ETN due March 2018-03-31 Add0.17%$152.91 - $190.81
($171.53)
$ 163.34-5%Add 12.39%7,231,944
HDB HDFC Bank Ltd 2018-03-31 Reduce-0.15%$95.5 - $110.16
($100.78)
$ 95.94-5%Reduce -13.30%6,873,207
LEN Lennar Corp 2018-03-31 Buy 0.14%$56.58 - $71.82
($62.3)
$ 51.52-17%New holding1,808,496
DST DST Systems Inc 2018-03-31 Sold Out -0.13%$61.96 - $84
($81.38)
$ 83.993%Sold Out0
GS Goldman Sachs Group Inc 2018-03-31 Reduce-0.12%$245.26 - $273.38
($260.32)
$ 235.82-9%Reduce -54.33%301,005
AMZN Amazon.com Inc 2018-03-31 Add0.11%$1189.01 - $1598.39
($1430.19)
$ 1604.6312%Add 3.32%1,853,073
AAPL Apple Inc 2018-03-31 Add0.11%$155.15 - $181.72
($172.19)
$ 188.039%Add 4.33%11,692,755
V Visa Inc 2018-03-31 Add0.1%$113.86 - $126.32
($121.2)
$ 131.609%Add 3.82%17,046,267
GOOGL Alphabet Inc 2018-03-31 Add0.09%$1005.18 - $1187.56
($1108.89)
$ 1083.06-2%Add 6.13%1,173,658
DMLRY Daimler AG 2018-03-31 Add0.09%$20.16 - $23.41
($21.74)
$ 19.14-12%Add 40.21%10,512,056
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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.
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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)
LQD23,674,9312,779,200
AMZN1,853,0732,682,027
V17,046,2672,039,074
BABA10,792,2721,980,814
AAPL11,692,7551,961,810
FLGE7,798,2711,816,217
JNJ12,639,6221,619,768
MSFT17,597,6401,606,137
FIYY15,406,8231,490,610
TSM33,869,0391,482,109
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.1% 19.1%
Healthcare 12.9% 12.9%
Consumer Cyclical 11% 11%
Consumer Defensive 7.1% 7.1%
Technology 5.3% 5.3%
Communication Services 2.8% 2.8%
Energy 2.1% 2.1%
Basic Materials 1% 1%
Industrials 0.8% 0.8%
Real Estate 0.5% 0.5%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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