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Carolyn B. Maloney

Carolyn B. Maloney

DEM
House · NY
Data as of 7:53 AM UTC
CAGR
+1.4%
Trades
132
Win Rate
72%
Sharpe
-0.16
Beta
0.26
Max DD
(21.8%)
CAGR
+1.4%
Trades
132
Win Rate
72%
Sharpe
-0.16
Beta
0.26
Max DD
(21.8%)

Carolyn B. Maloney 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
ORCLBuyORACLE CORP. CMN$15K - $50KJun 8, 2022Jul 13, 2022
VTRBuyVENTAS INC CMN$15K - $50KJan 5, 2022Feb 16, 2022
TRAKBuyTTRACK CITY XT PLD REIT G/O$15K - $50KNov 8, 2021Dec 14, 2021
FDVLBuyNEW YORK NY CITY MUNI MTR & $15K - $50KSep 30, 2021Oct 19, 2021
MUNIBuyFORD HLTH NY & MT RFDG AMT C$15K - $50KSep 30, 2021Oct 19, 2021
FDVLBuyNEW YORK NY CITY MUNI MTR & $15K - $50KSep 29, 2021Oct 19, 2021
TREASBuyFIDELITY FUNDS FIDELITY TREA$15K - $50KSep 24, 2021Oct 19, 2021
MMMBuy3M CO CMN$1K - $15KSep 15, 2021Oct 22, 2021
TREASSellFIDELITY FUNDS FIDELITY TREA$50K - $100KJun 9, 2020Jul 22, 2020
TREASSellFIDELITY FUNDS FIDELITY TREA$250K - $500KJun 4, 2020Jul 22, 2020
100 trades
…

Carolyn B. Maloney (D-NY) Stock Trades & Portfolio

Carolyn B. Maloney is a United States Representative from NY affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 132 disclosed stock trades from Carolyn B. Maloney, filed under the STOCK Act. The portfolio compounds at 1.4% annualized — 0.6% below the S&P 500 benchmark over the same period, with a 67% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Carolyn B. Maloney (D-NY) has disclosed 132 trades under the STOCK Act; portfolio CAGR of 1.4% (-0.6% vs. the S&P 500); top tickers traded: N/A, MUNI, NYT.

Carolyn B. Maloney'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, MUNI, NYT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 1.4% CAGR, -0.6% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Carolyn B. Maloney's disclosed portfolio value & net worth

Carolyn B. Maloney's disclosed stock portfolio is valued at approximately $1.8M across 11 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 Carolyn B. Maloney's total net worth, not a complete measure of it.