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 |
|---|---|---|---|
| OTHER | Sell | Outsell, Inc. | Jul 2, 2024 |
| OTHER | Sell | Outsell, Inc. | Jun 27, 2024 |
| AVGO | Buy | Broadcom Inc. | May 21, 2024 |
| MUNI | Sell | Putnam Cnty TN Ref Unl TD Ta | Apr 1, 2024 |
| COF | Sell | Capital One Financial Co Yea | Sep 1, 2021 |
| ALXN | Sell | Alexion Pharmaceuticals, Inc | Jul 21, 2021 |
| AZN | Sell | AstraZeneca PlC | Jul 21, 2021 |
| MDLZ | Sell | Mondelez Int Inc Var Rt 12/1 | Jun 15, 2021 |
| DLR | Sell | Digital Realty Trust Inc PFD | May 17, 2021 |
| VAR | Sell | Varian Medical Systems, Inc. | Apr 15, 2021 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, ACN, C. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.