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Kim Dr Schrier

Kim Dr Schrier

DEM
House · WA
Data as of 5:29 PM UTC
CAGR
+24.8%
Trades
9
Win Rate
—
Sharpe
0.50
Beta
1.52
Max DD
(1.5%)
CAGR
+24.8%
Trades
9
Win Rate
—
Sharpe
0.50
Beta
1.52
Max DD
(1.5%)

Kim Dr Schrier 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
AAPLSellApple Inc.$250K - $500KMar 22, 2022Mar 22, 2022
AAPLSellApple Inc.$500K - $1MMar 22, 2022Mar 22, 2022
TSLASellTesla, Inc.$250K - $500KMar 22, 2022Mar 22, 2022
AAPLSellApple Inc.$250K - $500KNov 15, 2021Nov 16, 2021
ABTSellAbbott laboratories$1K - $15KOct 28, 2021Oct 29, 2021
DCISellDonaldson Company, Inc.$1K - $15KOct 28, 2021Oct 29, 2021
HONSellHoneywell International Inc.$1K - $15KOct 28, 2021Oct 29, 2021
VMWSellVmware, Inc. Common stock, C$1K - $15KOct 28, 2021Oct 29, 2021
AAPLBuyApple Inc.$50K - $100KJul 27, 2021Jul 27, 2021

Kim Dr Schrier (D-WA) Stock Trades & Portfolio

Kim Dr Schrier is a United States Representative from WA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 9 disclosed stock trades from Kim Dr Schrier, filed under the STOCK Act. The portfolio compounds at 24.8% annualized — 4.3% above the S&P 500 benchmark over the same period, with a 88% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Kim Dr Schrier (D-WA) has disclosed 9 trades under the STOCK Act; portfolio CAGR of 24.8% (+4.3% vs. the S&P 500); top tickers traded: AAPL, TSLA, ABT.

Kim Dr Schrier'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: AAPL, TSLA, ABT. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 24.8% CAGR, +4.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.