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Dean Phillips

Dean Phillips

DEM
House · MN
Data as of 5:05 PM UTC
CAGR
+12.5%
Trades
600
Win Rate
70%
Sharpe
0.11
Beta
1.05
Max DD
(100.0%)
CAGR
+12.5%
Trades
600
Win Rate
70%
Sharpe
0.11
Beta
1.05
Max DD
(100.0%)

Dean Phillips 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
OTHERSellOutsell, Inc.$1K - $15KJul 2, 2024Jul 9, 2024
OTHERSellOutsell, Inc.$1.0M - $5MJun 27, 2024Jul 9, 2024
AVGOBuyBroadcom Inc.$50K - $100KMay 21, 2024May 21, 2024
MUNISellPutnam Cnty TN Ref Unl TD Ta$15K - $50KApr 1, 2024Aug 13, 2020
COFSellCapital One Financial Co Yea$15K - $50KSep 1, 2021Sep 15, 2021
ALXNSellAlexion Pharmaceuticals, Inc$1K - $15KJul 21, 2021Aug 11, 2021
AZNSellAstraZeneca PlC$1K - $15KJul 21, 2021Aug 11, 2021
MDLZSellMondelez Int Inc Var Rt 12/1$50K - $100KJun 15, 2021Jul 13, 2021
DLRSellDigital Realty Trust Inc PFD$1K - $15KMay 17, 2021Jun 7, 2021
VARSellVarian Medical Systems, Inc.$1K - $15KApr 15, 2021May 11, 2021
100 trades
…

Dean Phillips (D-MN) Stock Trades & Portfolio

Dean Phillips is a United States Representative from MN affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 600 disclosed stock trades from Dean Phillips, filed under the STOCK Act. The portfolio compounds at 12.5% annualized — 1.2% below the S&P 500 benchmark over the same period, with a 61% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Dean Phillips (D-MN) has disclosed 600 trades under the STOCK Act; portfolio CAGR of 12.5% (-1.2% vs. the S&P 500); top tickers traded: N/A, ACN, C.

Dean Phillips'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, ACN, C. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 12.5% CAGR, -1.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Dean Phillips's disclosed portfolio value & net worth

Dean Phillips's disclosed stock portfolio is valued at approximately $6.2M across 147 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 Dean Phillips's total net worth, not a complete measure of it.