Ken Fisher

Ken Fisher

Last Update: 04-25-2017

Number of Stocks: 718
Number of New Stocks: 78

Total Value: $59,994 Mil
Q/Q Turnover: 5%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2017-03-31.

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
LQD iShares iBoxx $ Investment Grade Corporate Bond 2017-03-31 Add1.02%$115.62 - $118.78
($117.44)
$ 119.742%Add 35.49%19,719,973
SCPB SPDR Bloomberg Barclays Short Term Corporate Bond 2017-03-31 Reduce-0.99%$30.48 - $30.64
($30.55)
$ 30.650%Reduce -92.10%1,529,420
DDAIY Daimler AG 2017-03-31 Sold Out -0.6%$71.2 - $77.9
($74.56)
$ 75.641%Sold Out0
VOD Vodafone Group PLC 2017-03-31 Buy 0.55%$24.42 - $26.91
($25.6)
$ 29.9117%New holding12,420,913
GE General Electric Co 2017-03-31 Reduce-0.54%$29.39 - $31.7
($30.2)
$ 27.49-9%Reduce -29.65%22,322,947
DMLRY Daimler AG 2017-03-31 Buy 0.49%$71.36 - $77.81
($74.47)
$ 73.49-1%New holding3,960,463
SIEGY Siemens AG 2017-03-31 Add0.44%$60.48 - $68.5
($64.56)
$ 70.629%Add 101.24%7,723,349
BABA Alibaba Group Holding Ltd 2017-03-31 Add0.4%$88.6 - $109.51
($101.77)
$ 123.6321%Add 68.60%5,505,442
ITUB Itau Unibanco Holding SA 2017-03-31 Buy 0.23%$10.7 - $13.52
($12.22)
$ 10.62-13%New holding11,206,758
NXPI NXP Semiconductors NV 2017-03-31 Sold Out -0.22%$96 - $104.22
($101.12)
$ 107.957%Sold Out0
NTES NetEase Inc 2017-03-31 Buy 0.16%$218.16 - $305.06
($269.25)
$ 293.409%New holding346,530
BIDU Baidu Inc 2017-03-31 Add0.12%$168.26 - $186.01
($175.99)
$ 191.959%Add 33.70%1,588,436
FIHD UBS AG FI Enhanced Global High Yield ETN due March 2017-03-31 Add0.11%$124.96 - $140.91
($133.26)
$ 148.8012%Add 11.01%4,572,168
MENT Mentor Graphics Corp 2017-03-31 Sold Out -0.11%$36.86 - $37.26
($37.02)
$ 37.251%Sold Out0
PAY VeriFone Systems Inc 2017-03-31 Buy 0.1%$17.85 - $20.93
($19.07)
$ 17.99-6%New holding3,212,341
FLGE Credit Suisse FI Large Cap Growth Enhanced ETN 2017-03-31 Add0.09%$138.85 - $164.2
($154.83)
$ 178.0015%Add 5.50%6,024,796
INFN Infinera Corp 2017-03-31 Buy 0.09%$8.43 - $12.33
($10.02)
$ 9.51-5%New holding5,124,531
CAVM Cavium Inc 2017-03-31 Add0.08%$60.93 - $72.34
($66.91)
$ 73.9811%Add 582.78%754,633
DBSDY DBS Group Holdings Ltd 2017-03-31 Sold Out -0.08%$47.98 - $55.67
($53.03)
$ 60.7014%Sold Out0
HTLD Heartland Express Inc 2017-03-31 Sold Out -0.08%$19.57 - $21.27
($20.31)
$ 19.64-3%Sold Out0
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)
LQD19,719,9732,325,182
AMZN2,024,7561,795,028
AAPL11,638,3951,671,972
FIGY9,993,6001,440,578
JNJ11,093,8981,381,745
V15,163,9681,347,622
HD8,649,7981,270,050
MSFT18,652,5321,228,456
JPM13,889,1881,220,026
PFE32,759,5301,120,704
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 20.8% 20.8%
Healthcare 13.5% 13.5%
Consumer Cyclical 12.5% 12.5%
Consumer Defensive 6.4% 6.4%
Technology 6.1% 6.1%
Communication Services 2.6% 2.6%
Energy 1.5% 1.5%
Basic Materials 1.1% 1.1%
Real Estate 0.7% 0.7%
Industrials 0.6% 0.6%
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)