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Alan S. Lowenthal

Alan S. Lowenthal

DEM
House · CA
Data as of 5:30 PM UTC
CAGR
+6.5%
Trades
1175
Win Rate
56%
Sharpe
0.03
Beta
4.22
Max DD
(100.0%)
CAGR
+6.5%
Trades
1175
Win Rate
56%
Sharpe
0.03
Beta
4.22
Max DD
(100.0%)

Alan S. Lowenthal portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
ATVIBuyActivision Blizzard, Inc$1K - $15KDec 14, 2022Dec 20, 2022
ATVIBuyActivision Blizzard, Inc$1K - $15KDec 12, 2022Dec 19, 2022
GTLSBuyChart Industries, Inc.$15K - $50KDec 9, 2022Dec 19, 2022
GTLSBuyChart Industries, Inc.$1K - $15KDec 9, 2022Dec 19, 2022
CRMSellSalesforce, Inc.$1K - $15KDec 8, 2022Dec 19, 2022
BXSellBlackstone Inc.$1K - $15KNov 14, 2022Nov 21, 2022
TREASBuy2000099319 SP United States $100K - $250KNov 8, 2022Nov 21, 2022
TJXSellTJX Companies, Inc.$15K - $50KNov 4, 2022Nov 21, 2022
TMUSSellT$1K - $15KNov 4, 2022Nov 21, 2022
BONDBuyGeneral Mtrs Co Note$1K - $15KNov 4, 2022Nov 21, 2022
100 trades
…

Alan S. Lowenthal (D-CA) Stock Trades & Portfolio

Alan S. Lowenthal is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 1,175 disclosed stock trades from Alan S. Lowenthal, filed under the STOCK Act. The portfolio compounds at 6.5% annualized — 22.2% above the S&P 500 benchmark over the same period, with a 53% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Alan S. Lowenthal (D-CA) has disclosed 1,175 trades under the STOCK Act; portfolio CAGR of 6.5% (+22.2% vs. the S&P 500); top tickers traded: N/A, IFF, CCK.

Alan S. Lowenthal's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, IFF, CCK. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 6.5% CAGR, +22.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Alan S. Lowenthal's disclosed portfolio value & net worth

Alan S. Lowenthal's disclosed stock portfolio is valued at approximately $9.7M across 111 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Alan S. Lowenthal's total net worth, not a complete measure of it.