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Ed Perlmutter

Ed Perlmutter

DEM
House · CO
Data as of 8:16 AM UTC
CAGR
+2.1%
Trades
81
Win Rate
54%
Sharpe
0.76
Beta
0.96
Max DD
(44.3%)
CAGR
+2.1%
Trades
81
Win Rate
54%
Sharpe
0.76
Beta
0.96
Max DD
(44.3%)

Ed Perlmutter 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
AMZNBuyAmazon.com, Inc.$1K - $15KNov 10, 2022Dec 16, 2022
AAPLBuyApple Inc.$1K - $15KNov 10, 2022Dec 16, 2022
CHPTBuyChargePoint Holdings, Inc.$1K - $15KNov 10, 2022Dec 16, 2022
COSTBuyCostco Wholesale Corporation$1K - $15KNov 10, 2022Dec 16, 2022
CHPTSellChargePoint Holdings, Inc.$1K - $15KNov 1, 2022Dec 16, 2022
CHPTBuyChargePoint Holdings, Inc.$1K - $15KSep 2, 2022Sep 23, 2022
KRBuyKroger Company$1K - $15KJul 19, 2022Sep 26, 2022
AAPLSellApple Inc.$1K - $15KMay 20, 2022Jun 8, 2022
FSellFord Motor Company$1K - $15KMay 20, 2022Jun 8, 2022
AMZNSellAmazon.com, Inc.$1K - $15KMay 13, 2022Jun 8, 2022
81 trades
…

Ed Perlmutter (D-CO) Stock Trades & Portfolio

Ed Perlmutter is a United States Representative from CO affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 81 disclosed stock trades from Ed Perlmutter, filed under the STOCK Act. The portfolio compounds at 2.1% annualized — 2.0% above the S&P 500 benchmark over the same period, with a 62% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Ed Perlmutter (D-CO) has disclosed 81 trades under the STOCK Act; portfolio CAGR of 2.1% (+2.0% vs. the S&P 500); top tickers traded: AMZN, AAPL, COST.

Ed Perlmutter'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: AMZN, AAPL, COST. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 2.1% CAGR, +2.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Ed Perlmutter's disclosed portfolio value & net worth

Ed Perlmutter's disclosed stock portfolio is valued at approximately $299K across 18 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 Ed Perlmutter's total net worth, not a complete measure of it.