Ken Fisher

Ken Fisher

Last Update: 07-13-2017

Number of Stocks: 744
Number of New Stocks: 95

Total Value: $62,906 Mil
Q/Q Turnover: 14%

Countries: USA CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Ken Fisher Sold 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
SNH Senior Housing Properties Trust 2017-06-30 Reduce$20.25 - $22.44
($21.34)
$ 18.88-12%Reduce -0.28%108,400
SNN Smith & Nephew PLC 2017-06-30 Reduce$30.93 - $35.71
($33.78)
$ 38.2813%Reduce -1.01%2,232,591
SNPS Synopsys Inc 2017-06-30 Reduce$70.93 - $76.12
($73.55)
$ 84.3215%Reduce -0.14%378,214
SO Southern Co 2017-06-30 Reduce$48.29 - $51.71
($50.17)
$ 52.214%Reduce -32.92%5,093
SSREY Swiss Re AG 2017-06-30 Reduce$21.67 - $23.12
($22.46)
$ 23.324%Reduce -92.66%9,791
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond 2017-06-30 Reduce$47.87 - $49.13
($48.56)
$ 49.151%Reduce -0.90%4,570,489
TIP iShares TIPS Bond 2017-06-30 Reduce$113.21 - $115.23
($114.3)
$ 113.41-1%Reduce -1.20%7,062
TLK PT Telekomunikasi Indonesia (Persero) Tbk 2017-06-30 Reduce$30.31 - $34.25
($32.56)
$ 31.61-3%Reduce -45.94%9,044
TM Toyota Motor Corp 2017-06-30 Reduce$103.82 - $110.19
($106.87)
$ 123.7116%Reduce -3.78%30,379
TMK Torchmark Corp 2017-06-30 Reduce$74.11 - $77.77
($76.06)
$ 83.129%Reduce -1.46%190,832
TMO Thermo Fisher Scientific Inc 2017-06-30 Reduce$152.18 - $176.44
($167.64)
$ 193.8616%Reduce -50.65%1,284
TROW T. Rowe Price Group Inc 2017-06-30 Reduce$68.15 - $75.04
($71.42)
$ 96.8636%Reduce -4.67%151,296
TRV The Travelers Companies Inc 2017-06-30 ReduceUSD 118.88 - USD 129.44
(USD 122.99)
USD 133.328%Reduce -8.09%2,262
TSLA Tesla Inc 2017-06-30 Reduce$278.3 - $383.45
($328.86)
$ 345.105%Reduce -15.94%1,334
TSS Total System Services Inc 2017-06-30 Reduce$52.12 - $59.64
($57.13)
$ 67.8819%Reduce -0.76%417,087
TTC Toro Co 2017-06-30 Reduce$60.81 - $72.95
($66.69)
$ 63.45-5%Reduce -2.61%1,694,209
TWX Time Warner Inc 2017-06-30 Reduce$96.75 - $100.2
($98.99)
$ 101.833%Reduce -29.85%10,166
UGP Ultrapar Participacoes SA 2017-06-30 Reduce$21.3 - $24.74
($23.05)
$ 24.466%Reduce -5.50%263,928
UMBF UMB Financial Corp 2017-06-30 Reduce$69.42 - $77.08
($73.2)
$ 75.543%Reduce -2.42%679,523
UNLRY PT Unilever Indonesia Tbk 2017-06-30 Reduce$67 - $72.25
($70.52)
$ 78.0411%Reduce -46.71%4,643
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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)
LQD21,030,9322,534,438
AMZN1,700,5111,646,096
AAPL10,558,6091,520,651
JNJ11,499,4151,521,258
FIGY9,879,9961,505,711
V15,616,1511,464,483
BABA10,318,8731,453,929
TSM34,471,2811,205,116
FLGE6,419,1991,146,520
PFE34,035,3621,143,248
» More Current Portfolio

Ken Fisher's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 20.9% 20.9%
Healthcare 14.6% 14.6%
Consumer Cyclical 11.5% 11.5%
Technology 6.1% 6.1%
Consumer Defensive 5.7% 5.7%
Communication Services 3.5% 3.5%
Energy 1.5% 1.5%
Basic Materials 1.1% 1.1%
Real Estate 0.7% 0.7%
Industrials 0.1% 0.1%
Utilities 0.1% 0.1%
» More Sector Weightings

Ken Fisher's News:

» More Related News


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