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Kelly Louise Morrison

Kelly Louise Morrison

DEM
House · MN
Data as of 8:05 PM UTC
CAGR
+12.2%
Trades
92
Win Rate
50%
Sharpe
-0.17
Beta
0.57
Max DD
(75.4%)
CAGR
+12.2%
Trades
92
Win Rate
50%
Sharpe
-0.17
Beta
0.57
Max DD
(75.4%)

Kelly Louise Morrison 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
ACNSellAccenture plc Class A Ordina$1K - $15KAug 11, 2026Aug 25, 2026
ACNSellAccenture plc Class A Ordina$1K - $15KAug 11, 2026Aug 25, 2026
ACNSellAccenture plc Class A Ordina$15K - $50KAug 11, 2026Aug 25, 2026
MBGLSellMobility Global Inc. Common $1K - $15KAug 11, 2026Aug 25, 2026
MBGLSellMobility Global Inc. Common $1K - $15KAug 11, 2026Aug 25, 2026
MBGLSellMobility Global Inc. Common $1K - $15KAug 11, 2026Aug 25, 2026
SOLSSellSolstice Advanced Materials $1K - $15KAug 11, 2026Aug 25, 2026
HONAVSellHoneywell Aerospace Inc.$15K - $50KJun 29, 2026Jul 30, 2026
OTHERSellAndersen Corporation [Invest$100K - $250KJun 19, 2026Jul 9, 2026
OTHERSellSaronic Technologies [Invest$15K - $50KMay 4, 2026May 5, 2026
92 trades
…

Kelly Louise Morrison (D-MN) Stock Trades & Portfolio

Kelly Louise Morrison is a United States Representative from MN affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 92 disclosed stock trades from Kelly Louise Morrison, filed under the STOCK Act. The portfolio compounds at 12.2% annualized — 2.2% below the S&P 500 benchmark over the same period, with a 41% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Kelly Louise Morrison (D-MN) has disclosed 92 trades under the STOCK Act; portfolio CAGR of 12.2% (-2.2% vs. the S&P 500); top tickers traded: ACN, META, MBGL.

Kelly Louise Morrison'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: ACN, META, MBGL. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 12.2% CAGR, -2.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Kelly Louise Morrison's disclosed portfolio value & net worth

Kelly Louise Morrison's disclosed stock portfolio is valued at approximately $649K across 10 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 Kelly Louise Morrison's total net worth, not a complete measure of it.