Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| ATVI | Buy | Activision Blizzard, Inc | Dec 14, 2022 |
| ATVI | Buy | Activision Blizzard, Inc | Dec 12, 2022 |
| GTLS | Buy | Chart Industries, Inc. | Dec 9, 2022 |
| GTLS | Buy | Chart Industries, Inc. | Dec 9, 2022 |
| CRM | Sell | Salesforce, Inc. | Dec 8, 2022 |
| BX | Sell | Blackstone Inc. | Nov 14, 2022 |
| TREAS | Buy | 2000099319 SP United States | Nov 8, 2022 |
| TJX | Sell | TJX Companies, Inc. | Nov 4, 2022 |
| TMUS | Sell | T | Nov 4, 2022 |
| BOND | Buy | General Mtrs Co Note | Nov 4, 2022 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, IFF, CCK. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.