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 |
|---|---|---|---|
| AAPL | Sell | Apple Inc. | Mar 22, 2022 |
| AAPL | Sell | Apple Inc. | Mar 22, 2022 |
| TSLA | Sell | Tesla, Inc. | Mar 22, 2022 |
| AAPL | Sell | Apple Inc. | Nov 15, 2021 |
| ABT | Sell | Abbott laboratories | Oct 28, 2021 |
| DCI | Sell | Donaldson Company, Inc. | Oct 28, 2021 |
| HON | Sell | Honeywell International Inc. | Oct 28, 2021 |
| VMW | Sell | Vmware, Inc. Common stock, C | Oct 28, 2021 |
| AAPL | Buy | Apple Inc. | Jul 27, 2021 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: AAPL, TSLA, ABT. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 24.8% CAGR, +4.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.