HOUSE · MT · 2017–2021

Greg Gianforte portfolio

Greg Gianforte represented MT in the House until 2021. Trades below come from filings made while in office. Greg Gianforte has disclosed 1419 trades (715 purchases, 704 sales); the latest was on Dec 21, 2020. Over the past year the disclosed stock holdings returned +7.7%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents MT

$46.1MEst. portfolio value

6 years agoLast trade

+7.7%1Y return, from filings

1M return+1.7%S&P 500 -0.3% · 182 positionsOn their trade dates: +1.3%

3M return-2.2%S&P 500 +1.7% · 182 positionsOn their trade dates: -2.7%

YTD return+6.8%S&P 500 +11.4% · 182 positionsOn their trade dates: +6.6%

1Y return+7.7%S&P 500 +11.8% · 182 positionsOn their trade dates: +7.6%

3Y return+60.9%S&P 500 +81.7% · 182 positionsOn their trade dates: +63.8%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $36.8M across 241 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Greg Gianforte
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
GESm all Cap US EquitiesGeneral Electric Company	$3.3M	Dec 21, 2018Purchase	$250K–500K1 purchase	$34.27	+630.94%	$305.81	4
WCCWESCO International, Inc.	$2.2M	Jun 23, 2020Purchase	$130K–350K3 purchases	$37.72	+707.00%	$348.64	6
IFNNYInfineon Technolog ies AG	$1.3M	Dec 7, 2020Sale (partial)	$615K–1.3M5 purchases	$18.82	+166.84%	$56.71	13
OSWOneSpaWorld Holdings Limited - Common Shares	$1.2M	Dec 15, 2020Purchase	$361K–965K8 purchases	$10.67	+193.94%	$30.46	9
ENSEnersys	$926K	Mar 2, 2020Purchase	$230K–500K5 purchases	$64.70	+166.35%	$164.20	5
SBGSYSchneider Electric SE unsponsored adR	$846K	Apr 16, 2020Purchase	$165K–400K3 purchases	$17.81	+171.25%	$53.35	3
GDDYGoDaddy Inc. Class A	$788K	Nov 18, 2020Purchase	$250K–600K3 purchases	$59.63	+76.85%	$110.49	3
VSATViaSat, Inc.	$719K	Dec 18, 2020Purchase	$413K–995K9 purchases	$47.66	+49.23%	$77.25	13
WFCTWP Parametric HIgh Income US Equity Wells Fargo & Company	$696K	Dec 21, 2018Purchase	$350K–750K2 purchases	$48.01	+62.20%	$83.77	3
PEGAPegasystems Inc.	$668K	Oct 13, 2020Sale (partial)	$500K–1M1 purchase	$37.97	-13.26%	$34.03	4
GWREGuidewire Software, Inc.	$667K	Oct 28, 2020Purchase	$200K–500K2 purchases	$84.81	+64.05%	$161.50	4
ESIElement Solutions Inc.	$620K	Jun 23, 2020Purchase	$52K–255K10 purchases	$8.51	+274.19%	$34.37	10
MSMMSC Industrial direct Company, Inc.	$618K	Jan 9, 2020Purchase	$500K–1M2 purchases	$73.57	+69.84%	$122.82	7
AMNAMN Healthcare Services Inc AMNHealthcare Services Inc	$477K	Nov 9, 2020Purchase	$304K–885K15 purchases	$58.22	-14.66%	$46.69	17
RIORio Tinto Plc	$449K	Apr 15, 2020Purchase	$165K–400K3 purchases	$51.45	+56.63%	$81.82	5
GSAHGS Acquisition Holdings Corp.Class A	$425K	Jan 27, 2020Purchase	$250K–600K3 purchases	No data	—	—	3
IBMCorporation	$423K	Dec 21, 2018Purchase	$100K–250K1 purchase	$106.06	+101.66%	$256.20	3
LZAGYLonza Group ag Zuerich unsponsored aDR	$410K	Jan 13, 2020Purchase	$115K–300K2 purchases	$27.87	+173.95%	$78.37	3
HHCHoward Hughes Corporation	$391K	Dec 15, 2020Purchase	$352K–780K4 purchases	$95.31	—	—	8
FIVEFive below, Inc.	$381K	Jul 28, 2020Purchase	$100K–250K1 purchase	$110.48	+122.66%	$240.41	3
DBSDYdbs Group Holdings Ltd Ord american depositary Shares	$358K	Mar 27, 2020Purchase	$50K–100K1 purchase	$47.68	+344.68%	$227.80	5
AOSA.O. Smith Corporation	$357K	Jun 12, 2019Purchase	$150K–350K2 purchases	$44.01	+32.99%	$62.90	4
WTWWeight Watchers International Inc	$357K	Jan 23, 2019Purchase	$100K–250K1 purchase	$158.18	+88.82%	$322.66	3
TCEHYTencent Holdings Limited Unsponsored AdR Representing b Shares	$340K	Jun 5, 2020Purchase	$180K–450K4 purchases	$45.43	+3.45%	$49.06	6
CRZBYCommerzbank Junge Shs Americ anDepositary Shares	$333K	Nov 13, 2020Purchase	$16K–65K2 purchases	$5.13	+628.72%	$42.17	4
PCTYPaylocity Holding Corporation	$322K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$91.01	+79.11%	$171.30	2
LYGLloyds banking Group Plc American depositary Sh ares	$320K	Nov 13, 2020Purchase	$65K–150K2 purchases	$1.69	+178.58%	$5.05	3
ITUBItau unibanco banco Holding Sa american depositary Shares	$314K	Jun 5, 2020Purchase	$100K–250K1 purchase	$4.02	+103.20%	$7.23	3
SCGLYSociete Generale France Sponsored ADR	$310K	Nov 13, 2020Purchase	$51K–115K2 purchases	$3.61	+222.17%	$13.48	3
CHGCYChugai Pharmaceutical Ltd Unsponsored AdR	$306K	Apr 14, 2020Sale (partial)	$115K–300K2 purchases	$11.79	+84.53%	$21.70	3
ACSAYACS Actividades de Construccion Y Servicios SA unsponsored AdR	$300K	Nov 13, 2020Purchase	$50K–100K1 purchase	$5.05	+267.84%	$20.16	1
OLLIOllie's Bargain Outlet Holdings, Inc.	$297K	Feb 5, 2020Purchase	$100K–250K1 purchase	$53.99	+63.16%	$91.67	1
STAYExtended Stay America, Inc. - Paired Shares	$290K	Nov 18, 2020Purchase	$180K–400K5 purchases	$12.01	—	—	5
LOPEion, Inc.	$285K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$89.08	+59.52%	$152.81	4
BCSbarclays PLC	$284K	Nov 13, 2020Purchase	$51K–115K2 purchases	$6.55	+206.63%	$22.41	3
LIILennox International, Inc.	$283K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$209.67	+65.78%	$350.34	2
WKWorkiva Inc. Class A	$277K	Jun 24, 2020Purchase	$100K–250K1 purchase	$52.74	+50.32%	$83.40	1
FTWP Parametric Core Int'l Equity Fund Ford Motor Company	$266K	Dec 21, 2018Purchase	$100K–250K1 purchase	$8.05	+46.46%	$12.22	3
NVEENV5 Global, Inc.	$256K	Mar 11, 2020Purchase	$146K–365K6 purchases	$12.99	—	—	6
KMTUYKomatsu Ltd Ord American depositary Shares	$252K	Apr 14, 2020Purchase	$80K–200K3 purchases	$21.63	+81.93%	$38.90	5
HCSG\ Healthcare Services Group, Inc.	$246K	Apr 30, 2020Purchase	$150K–350K2 purchases	$25.02	-2.82%	$24.63	5
VACMarriot Vacations Worldwide Corporation	$230K	Nov 16, 2020Sale (partial)	$101K–265K2 purchases	$70.92	+27.11%	$114.87	4
KUBTYKubota Corporation	$227K	Jan 13, 2020Purchase	$115K–300K2 purchases	$75.75	+6.43%	$82.70	5
THRThermon Group Holdings, Inc.	$226K	Dec 15, 2020Purchase	$151K–365K3 purchases	$17.49	—	—	4
ALRMAlarm.com Holdings, I nc.	$224K	Jul 22, 2019Purchase	$100K–250K1 purchase	$51.51	+32.16%	$66.07	1
PRSPPerspecta Inc.	$223K	Feb 11, 2020Purchase	$131K–315K5 purchases	$20.60	—	—	5
SGSOYSGS SA AdR	$220K	Aug 4, 2020Sale (partial)	$115K–300K2 purchases	$10.02	+19.91%	$12.50	5
PEPTWP Parametric HIgh Income US Equity Pepsico, Inc.	$219K	Dec 21, 2018Purchase	$100K–250K1 purchase	$109.42	+23.91%	$137.21	1
VZInc.	$214K	Dec 21, 2018Purchase	$150K–350K2 purchases	$52.30	-17.41%	$44.85	2
EXPOExponent, Inc.	$213K	Dec 16, 2019Purchase	$100K–250K1 purchase	$67.24	+18.85%	$82.02	1
SGIOYShionogi & Co Ltd unsponsoredadR	$203K	Aug 4, 2020Purchase	$115K–300K2 purchases	$9.77	+11.36%	$9.58	2
ALCAlcon Inc. Ordinary Shares	$198K	Jun 5, 2020Purchase	$100K–250K1 purchase	$63.04	+23.77%	$71.48	1
UBSUbS Group AG Registered Ordinary Shares	$191K	Mar 18, 2020Purchase	$15K–50K1 purchase	$8.09	+396.40%	$47.61	3
JAPAYJapan Tobacco Unsponsored americ andepository Receipt	$190K	Nov 13, 2020Purchase	$51K–115K2 purchases	$10.03	+127.82%	$22.95	4
OZKTWP Parametric Core Int'l Equity Fund bank OZK	$176K	Dec 21, 2018Purchase	$50K–100K1 purchase	$21.67	+61.40%	$50.97	1
CMWAYCommonwealth bank Of Australia Sponsored AdR	$176K	Nov 13, 2020Purchase	$31K–115K3 purchases	$48.40	+121.63%	$116.68	4
WWWeight Watchers International Inc	$175K	Dec 15, 2020Purchase	$145K–400K4 purchases	No data	—	$14.96	5
AVLRAvalara, Inc.	$175K	Sep 24, 2020Purchase	$100K–250K1 purchase	$123.71	—	—	1
IACIAC/InterActiveCorp	$175K	Jul 28, 2020Purchase	$100K–250K1 purchase	$68.71	—	—	1
PSPluralsight, Inc. - Class A	$175K	Oct 11, 2019Purchase	$100K–250K1 purchase	No data	—	$46.71	3
AZPNAspen Technology, Inc.	$175K	Jun 6, 2019Purchase	$100K–250K1 purchase	$123.75	—	—	1
TGNATEGNA Inc	$175K	Jan 23, 2019Purchase	$100K–250K1 purchase	$11.64	—	—	5
BAMXYbayerische Motoren Werke AG Unsponsored ADR	$175K	Dec 21, 2018Purchase	$100K–250K1 purchase	No data	—	—	1
WSOWatsco, Inc.	$171K	Dec 24, 2018Purchase	$50K–100K1 purchase	$132.59	+105.78%	$302.99	3
IXOrix Corp Ads	$171K	Nov 13, 2020Purchase	$30K–100K2 purchases	$14.03	+142.33%	$36.96	2
GLPEYGalp Energia, SA, lisboa unsponsored AdR representing -b- Shares	$170K	Nov 13, 2020Purchase	$50K–100K1 purchase	$5.09	+114.53%	$11.52	1
AMEDAmedisys Inc	$167K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$112.34	—	—	2
MDIBYMediobanca - banca di Credito Finanziario SPa unsponsored adR	$163K	Nov 13, 2020Purchase	$16K–65K2 purchases	$7.15	+249.13%	$28.73	2
DASTYSm all Cap US EquitiesJT dassault Systemes, S.A. Americandepositary Shares	$152K	Dec 8, 2020Purchase	$130K–300K4 purchases	$34.26	-19.50%	$28.30	9
BRXTWP Parametric HIgh Income US Equity Brixmor Property Group Inc.	$147K	Mar 26, 2018Purchase	$50K–100K1 purchase	$14.89	+99.97%	$29.12	3
JKHYJack Henry & Associates, Inc.	$146K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$183.81	-12.58%	$161.95	2
TEVATeva Pharmaceutical Industries limited American depositary Shares	$145K	Nov 13, 2020Purchase	$15K–50K1 purchase	$9.49	+337.11%	$42.23	1
LUKOYLukoil Co Sponsored adR	$143K	Aug 4, 2020Sale (partial)	$100K–250K1 purchase	$84.32	—	—	6
NVZMYNovozymes A/S Unsponsored American Depositary Receipt	$142K	Aug 4, 2020Sale (partial)	$66K–165K3 purchases	$44.59	+40.25%	$69.54	8
DBDeutsche bank AG	$140K	Dec 21, 2018Purchase	$15K–50K1 purchase	$7.87	+273.26%	$33.78	1
BLBlackLine, Inc.	$139K	Nov 30, 2018Purchase	$100K–250K1 purchase	$42.87	-15.66%	$33.99	1
ABEVambev S.a. american D epositaryShares	$135K	Apr 1, 2020Purchase	$165K–350K4 purchases	$3.84	-30.63%	$2.69	7
OHIInvestors, Inc.	$134K	Feb 6, 2018Purchase	$50K–100K1 purchase	$26.37	+84.46%	$47.24	1
FMXFomento Economico Mexicano S.A.B. de C.V.	$131K	Jun 5, 2020Purchase	$50K–100K1 purchase	$72.32	+99.67%	$126.15	8
KMPRKemper Corporation	$128K	Aug 11, 2020Sale (partial)	$500K–1M2 purchases	$75.97	-59.51%	$32.58	7
BTIIndustries, p.l.c. Common Stock AdR	$126K	Mar 18, 2020Purchase	$30K–100K2 purchases	$31.68	+79.05%	$61.34	5
NWGNatWest Group plc American depositary Shares	$122K	Nov 13, 2020Purchase	$15K–50K1 purchase	$4.15	+227.11%	$15.58	1
SSUMYSumitomo Corp American depositary Shares	$113K	Nov 13, 2020Purchase	$15K–50K1 purchase	$3.06	+232.45%	$10.63	1
TXNIncorporated	$109K	Dec 21, 2018Purchase	$15K–50K1 purchase	$90.41	+217.28%	$302.98	1
GSKGlaxoSmithKline PLC	$108K	Mar 18, 2020Purchase	$51K–115K2 purchases	$34.56	+30.73%	$49.42	4
JBAXYJulius baer Group Ltd Unsponsored ADR	$108K	Mar 18, 2020Purchase	$15K–50K1 purchase	$5.01	+132.59%	$16.63	2
WSTWest Pharmaceutical Services, Inc.	$103K	Sep 24, 2020Sale (partial)	$50K–100K1 purchase	$122.59	+244.62%	$409.35	3
UNICYUnicharm Corp Sponsored AdR	$95K	Jan 13, 2020Purchase	$200K–500K2 purchases	$5.58	-43.85%	$3.16	5
IMBBYImperial brands PlC	$93K	Nov 13, 2020Purchase	$16K–65K2 purchases	$17.34	+107.87%	$39.84	4
ARCCAres Capital Corporat ion - ClosedEnd Fund	$93K	Dec 27, 2018Purchase	$50K–100K1 purchase	$15.42	+16.75%	$19.03	1
GILDSm all Cap US EquitiesGilead Sciences, Inc.	$89K	Dec 21, 2018Purchase	$15K–50K1 purchase	$62.62	+150.80%	$171.17	1
SBRASBRA	$88K	Dec 21, 2018Purchase	$50K–100K1 purchase	$16.93	+2.82%	$19.90	1
OMVKYOmv Ag bearer Shs Ats 100 American depositary Shares	$87K	Nov 13, 2020Purchase	$15K–50K1 purchase	$7.86	+135.64%	$21.06	1
BABAAlibaba Group Holding L imitedAmerican Depositary Sh ares eachrepresenting eight Ordinary share	$86K	May 12, 2020Purchase	$100K–250K1 purchase	$200.31	-52.36%	$98.80	1
SSEZYSSE Plc Sponsored ADR	$86K	Dec 21, 2018Purchase	$15K–50K1 purchase	$13.35	+137.22%	$35.44	1
CGNXCognex Corporation	$86K	Oct 13, 2020Sale (partial)	$50K–100K1 purchase	$45.66	+27.27%	$56.32	3
AIQUYL'air Liquide Ord american depositary Shares	$86K	Aug 5, 2020Purchase	$30K–100K2 purchases	$30.50	+32.67%	$40.26	6
AAGIYaIa Group, Ltd. Sponsored american depository Receipt	$84K	Mar 27, 2020Purchase	$50K–100K1 purchase	$34.40	+2.49%	$38.34	6
ASGNASGN Incorporated	$83K	Apr 27, 2020Purchase	$51K–115K2 purchases	$39.51	—	—	2
AGESYageas Sponsored adR	$83K	Nov 13, 2020Purchase	$16K–65K2 purchases	$41.31	+76.62%	$84.37	2
AHKSYAsahi Kaisai Corporation American depositary Shares	$82K	Nov 13, 2020Purchase	$50K–100K1 purchase	$18.39	+3.54%	$20.20	1
BHKLYbOC Hong Kong	$78K	Mar 18, 2020Purchase	$15K–50K1 purchase	$56.63	+121.35%	$135.38	1
RDS.BRoyal dutch Shell PLC Royal dutch Shell PLC american depositary Shares	$75K	Apr 14, 2020Purchase	$50K–100K1 purchase	$35.96	—	—	3
TWOU2U, Inc.	$75K	Oct 11, 2019Purchase	$50K–100K1 purchase	$5.05	—	—	3
AZSEYAllianz SE AdS	$75K	Apr 9, 2019Purchase	$65K–150K2 purchases	$23.28	—	—	3
SIRofbeneficial Interest	$75K	Dec 21, 2018Purchase	$50K–100K1 purchase	$8.00	—	—	4
GOVTrust - Common Shares of beneficial Interest	$75K	Dec 21, 2018Purchase	$50K–100K1 purchase	No data	—	—	1
VERTWP Parametric HIgh Income US Equity VEREIT, Inc.	$75K	Feb 6, 2018Purchase	$50K–100K1 purchase	$34.75	—	—	1
AFSIices, Inc.	$75K	Dec 15, 2017Purchase	$50K–100K1 purchase	$10.20	—	—	1
SHPGFShire plc Ordinary Shares	$75K	Jul 31, 2017Purchase	$50K–100K1 purchase	No data	—	—	1
MITEYMitsubishi Estate Co Ltd American depositary Shares	$74K	Mar 18, 2020Purchase	$16K–65K2 purchases	$13.16	+53.28%	$24.17	3
ULunilever PLC	$71K	Mar 30, 2020Purchase	$30K–100K2 purchases	$60.11	+2.60%	$65.42	3
KRNTKornit Digital ltd. - Ordinary Shares	$70K	Feb 11, 2020Purchase	$100K–250K1 purchase	$43.00	-60.62%	$17.29	1
UUGRYUnited Utilit ies Group Plc SponsoredAdR	$69K	Dec 21, 2018Purchase	$15K–50K1 purchase	$19.26	+91.09%	$41.16	3
HTHIYHitachi, ltd. American depositary Shares	$69K	Nov 13, 2020Purchase	$15K–50K1 purchase	$15.06	+107.94%	$32.01	1
TMToyota Motor Corporation	$69K	Mar 18, 2020Purchase	$16K–65K2 purchases	$115.65	+60.93%	$196.35	2
NEOGNeogen Corporation	$65K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$30.55	-61.10%	$11.85	2
SONVYSonova Holding aG unsponsored adR	$65K	Mar 18, 2020Purchase	$16K–65K2 purchases	$42.69	+44.65%	$68.70	3
TLSYYTelstra Corporation L imited	$65K	Nov 13, 2020Purchase	$30K–100K2 purchases	No data	—	—	5
ANZBYAustralia and New Zealand banking Group Limited	$65K	Nov 13, 2020Purchase	$30K–100K2 purchases	No data	—	—	3
LABLMulti-Color Corporation	$65K	Oct 23, 2018Purchase	$30K–100K2 purchases	No data	—	—	2
PRAASm all Cap US EquitiesPRA Group, Inc.	$65K	Dec 24, 2018Purchase	$50K–100K1 purchase	$22.82	-33.56%	$19.73	6
ALGNAlign Technology, Inc.	$60K	Nov 18, 2020Sale (partial)	$100K–250K1 purchase	$220.58	-29.71%	$150.06	2
NAVITWP Parametric Core Int'l Equity Fund Navient Corporation	$59K	Jan 28, 2019Purchase	$50K–100K1 purchase	$11.44	-23.20%	$9.07	2
KIMKimco Realty Corporation	$56K	Mar 26, 2018Purchase	$15K–50K1 purchase	$14.19	+74.73%	$24.45	1
TLSNYTeliaSonera Ab Unsponsored ADR	$51K	Nov 13, 2020Purchase	$16K–65K2 purchases	$7.82	+21.14%	$9.85	4
AMKBYA.P. Moller-Maersk A/S Unsponsored American depository Receipt	$50K	Nov 13, 2020Purchase	$2K–30K2 purchases	$5.51	+163.33%	$17.16	3
NTOIYNeste Oil OYJ unsponsored a dR	$49K	Nov 13, 2020Purchase	$51K–115K2 purchases	$26.56	-48.99%	$15.76	2
ATASYAtlantia SPA Unsponsored AdR	$49K	Nov 13, 2020Purchase	$17K–80K3 purchases	No data	—	—	4
BTLCYbritish land Co Sponsored adR	$46K	Mar 18, 2020Purchase	$15K–50K1 purchase	$4.03	+29.12%	$5.72	4
VOPKYKoninklijke Vopak NV Rotterdam unsponsored adR	$45K	Nov 13, 2020Purchase	$16K–65K2 purchases	$53.15	+13.71%	$59.70	2
SVNDYSeven & I Holdings Co Ltd Unsponsored AdR	$44K	Mar 18, 2020Purchase	$15K–50K1 purchase	$9.83	+21.03%	$13.41	2
IHGIntercontinental Hotels Groupamerican depositary Sh ares	$44K	Mar 18, 2020Purchase	$1K–15K1 purchase	$30.83	+308.58%	$168.62	1
VODVodafone Group Plc - American depositary Shares each representing ten Ord inary Shares	$41K	Mar 18, 2020Purchase	$30K–100K2 purchases	$15.26	-3.22%	$15.86	4
TVPTTravelport Worldwide lim ited CommonShares	$41K	Jan 23, 2019Purchase	$16K–65K2 purchases	$14.37	—	—	2
COTYTWP Parametric HIgh Income US Equity Coty Inc. Class A	$40K	Dec 21, 2018Purchase	$50K–100K1 purchase	$6.16	-54.64%	$3.33	1
MZDAYMazda Motor Corp Unsponsored adR	$40K	Mar 18, 2020Purchase	$15K–50K1 purchase	$2.70	+31.76%	$3.36	3
SKFRYSKF Ab American deposit aryShares	$38K	Nov 13, 2020Purchase	$15K–50K1 purchase	$24.01	+13.98%	$28.38	2
PUBGYPublicis Groupe S.A.	$38K	Mar 19, 2020Purchase	$1K–15K1 purchase	$5.86	+251.95%	$27.91	3
ALPMYastellas Pharma I nc Unsponsored adR	$38K	Mar 18, 2020Purchase	$15K–50K1 purchase	$13.68	+4.85%	$16.00	3
LOGILogitech International S.A. - Registered Shares	$35K	Dec 1, 2020Purchase	$15K–50K1 purchase	$88.22	+2.05%	$95.73	1
CSCredit Suisse Group American depositary Shares	$33K	Mar 18, 2020Purchase	$15K–50K1 purchase	$6.85	—	—	3
DPSGYDeutsche Post AG Sponsored ADR	$33K	Mar 18, 2020Purchase	$15K–50K1 purchase	$20.71	—	—	2
OMITWP Parametric Core Int'l Equity Fund Owens & Minor, Inc.	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	$6.04	—	—	3
INGIYIngenico S.A. Unsponsored A dR	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	No data	—	—	2
MRTMRT	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	No data	—	$2.08	1
MICCorporation	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	No data	—	$10.70	1
STARTWP Parametric Core Int'l Equity Fund iStar Inc.	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	$0.70	—	—	1
UPMKYUPM-Kymmene Oyj	$33K	Dec 21, 2018Purchase	$15K–50K1 purchase	No data	—	—	1
HCPNewsouth Small Cap Equities HCP, Inc.	$33K	Mar 26, 2018Purchase	$15K–50K1 purchase	No data	—	—	3
JCAPTWP Parametric HIgh Income US Equity Jernigan Capital, Inc.	$33K	Feb 6, 2018Purchase	$15K–50K1 purchase	No data	—	$20.02	1
HIFRTWP Parametric HIgh Income US Equity InfraREIT, Inc.	$33K	Feb 6, 2018Purchase	$15K–50K1 purchase	No data	—	—	1
LKQLKQ Corporation	$32K	Dec 9, 2019Sale (partial)	$100K–250K1 purchase	$26.24	-35.16%	$18.46	2
TAKTakeda Pharmaceutical Company Limited American Depositary Shares	$31K	Sep 11, 2019Sale (partial)	$15K–50K1 purchase	$16.59	+4.84%	$20.92	2
HDBHdFC bank Limited	$31K	Aug 4, 2020Purchase	$15K–50K1 purchase	$23.16	-6.54%	$22.23	3
GNLnc.	$31K	Feb 6, 2018Purchase	$50K–100K1 purchase	$17.19	-55.77%	$7.14	1
MITSYMitsui & Company, ltd. American depositary Shares	$29K	Nov 13, 2020Purchase	$1K–15K1 purchase	$172.02	+258.44%	$630.02	1
BASFYbASF SE American depositary Shares	$29K	Nov 13, 2020Purchase	$15K–50K1 purchase	$16.58	-18.95%	$14.88	3
DEODiageo plc	$29K	Aug 4, 2020Purchase	$16K–65K2 purchases	$131.82	-31.57%	$93.61	7
NOKNokia Corporation Sponsored American depositary Shares	$29K	Mar 18, 2020Purchase	$1K–15K1 purchase	$2.43	+174.53%	$8.68	2
SYIEYSymrise ag unsponsored adR	$27K	Aug 4, 2020Purchase	$15K–50K1 purchase	$31.44	-23.36%	$25.99	3
SWDBYSwedbank Ab Sponsored AdR	$26K	Mar 18, 2020Purchase	$1K–15K1 purchase	$11.93	+249.91%	$39.47	2
KGFHYKingfisher plc Sponsored American depositary Receipt	$26K	Mar 18, 2020Purchase	$1K–15K1 purchase	$2.87	+162.95%	$9.44	4
INGING Group, N.V.	$25K	Nov 13, 2020Sale (partial)	$1K–15K1 purchase	$4.70	+459.38%	$31.61	3
AQUAEvoqua Water Technolo gies Corp.	$25K	Feb 11, 2020Sale (partial)	$100K–250K1 purchase	$10.15	—	—	11
DSDVYdSV a/S unsponsored adR	$25K	Mar 18, 2020Purchase	$1K–15K1 purchase	$33.39	+126.29%	$104.16	1
TDOCTeladoc Health, Inc.	$23K	Oct 13, 2020Sale (partial)	$100K–250K1 purchase	$48.33	-86.26%	$8.69	4
WFAFYWesfarmers ltd unsponsored adR New	$22K	Mar 18, 2020Purchase	$1K–15K1 purchase	$9.36	+140.66%	$26.16	1
PSOPearson, Plc	$22K	Mar 18, 2020Purchase	$1K–15K1 purchase	$6.24	+181.10%	$17.40	1
RWEOYRwe ag Ord bearer dm5 americ andepository Receipt	$22K	Mar 18, 2020Purchase	$1K–15K1 purchase	$23.16	+148.27%	$64.45	1
ADDYYadidas AG Sponsored AdR	$22K	Aug 4, 2020Purchase	$15K–50K1 purchase	$140.08	-41.37%	$94.05	6
HVRRYHannover Rueckversicherung SEamerican depositary Shares	$22K	Mar 18, 2020Purchase	$1K–15K1 purchase	$19.91	+121.22%	$53.94	1
IBDRYIberdrola Sa Sponsored adR	$21K	Mar 18, 2020Purchase	$1K–15K1 purchase	$37.10	+148.18%	$99.00	1
NMRNomura Holdings Inc AdR American depositary Shares	$21K	Dec 21, 2018Purchase	$1K–15K1 purchase	$3.60	+130.26%	$9.51	2
JHXJames Hardie Industries plc americandepositary Shares	$20K	Mar 18, 2020Purchase	$2K–30K2 purchases	$13.51	+86.84%	$27.15	3
MQBKYMacquarie Group, Ltd. Sponsored ADR	$19K	Dec 21, 2018Purchase	$1K–15K1 purchase	$73.23	+114.31%	$177.90	1
PNGAYPing an Insurance	$19K	Aug 4, 2020Purchase	$15K–50K1 purchase	$21.58	-41.98%	$12.77	3
PRLBProto Labs, Inc. Common stock	$18K	Oct 28, 2020Sale (partial)	$100K–250K1 purchase	$99.64	-28.81%	$69.22	2
KKPNYRoyal KPN N.V.	$18K	Mar 18, 2020Purchase	$1K–15K1 purchase	$2.11	+95.10%	$4.78	1
BNTGYbrenntag aG, Muehleim/Ruhr unsponsored american depository Receipt	$18K	Mar 18, 2020Purchase	$1K–15K1 purchase	$6.25	+74.72%	$14.03	1
NVSNovartis aG	$17K	Mar 18, 2020Purchase	$1K–15K1 purchase	$74.96	+93.52%	$162.54	1
TSCDYTesco Plc Ord american depositary Shares	$17K	Mar 18, 2020Purchase	$1K–15K1 purchase	$10.02	+102.12%	$21.71	1
SVNLYSvenska Handelsbanken Unsponsored AdR representing A Shares	$17K	Mar 18, 2020Purchase	$1K–15K1 purchase	$3.69	+93.10%	$7.84	3
HXGBYHexagon ab american depositary Shares	$16K	Mar 18, 2020Purchase	$1K–15K1 purchase	$5.68	+79.34%	$11.16	1
HLPPYHang Lung Properties Ltd American Depositary Shares	$15K	Nov 13, 2020Purchase	$16K–65K2 purchases	$10.12	-63.54%	$3.87	2
NSANYNissan Motor Co., ltd. american depositary Shares	$15K	Mar 18, 2020Purchase	$15K–50K1 purchase	$7.21	-46.90%	$3.43	4
SSMXYSysmex Corporation unsponsored adR	$15K	Aug 4, 2020Purchase	$15K–50K1 purchase	$25.87	-53.84%	$12.25	5
VLEEYValeo Sa Ord American depositaryShares	$15K	Dec 21, 2018Purchase	$15K–50K1 purchase	$14.01	-55.93%	$6.47	2
RNLSYRenault S.A. Unsponsored American depository Receipt	$15K	Mar 19, 2020Purchase	$1K–15K1 purchase	$3.27	+54.68%	$6.11	2
HNNMYHennes & Mauritz ab UnsponsoredadR	$14K	Mar 18, 2020Purchase	$1K–15K1 purchase	$1.95	+33.84%	$3.52	3
JSAIYJ Sainsbury Plc Sponsored AdR NEW	$14K	Mar 18, 2020Purchase	$1K–15K1 purchase	$10.07	+78.87%	$18.12	2
POAHYPorsche Automobile Holding SEunsponsored AdR	$14K	Nov 13, 2020Purchase	$15K–50K1 purchase	$6.43	-57.74%	$2.81	1
SCMWYSwisscom AG	$14K	Dec 21, 2018Purchase	$1K–15K1 purchase	$47.28	+70.87%	$83.42	1
AZNAstraZeneca PLC - American depositary Shares	$14K	Dec 1, 2020Purchase	$1K–15K1 purchase	$105.96	+89.38%	$184.72	1
TEZNYTerna Rete Elettrica Nazionale SPa unsponsored american depository Receipt	$14K	Mar 19, 2020Purchase	$1K–15K1 purchase	$18.61	+78.82%	$32.00	1
DNZOYa/S bEaRER SHS SPON adR denso Corp ltd Ord americ andepositary Shares	$13K	Mar 18, 2020Purchase	$1K–15K1 purchase	$6.96	+39.69%	$11.72	1
ERICEricsson - american depos itaryShares each representing 1underlying Class b s hare	$13K	Mar 18, 2020Purchase	$1K–15K1 purchase	$6.78	+43.01%	$11.16	1
CRARYCredit Agricole SA unsponsored AdR	$13K	Nov 13, 2020Purchase	$1K–15K1 purchase	$5.09	+33.07%	$8.29	1
HMCHonda Motor Company, ltd.	$13K	Mar 18, 2020Purchase	$1K–15K1 purchase	$20.97	+56.82%	$34.03	1
WIXWix.com ltd. - Ordinary Shares	$13K	Dec 1, 2020Purchase	$16K–65K2 purchases	$245.32	-69.31%	$78.14	2
SXYAYSIKa aG american deposit aryShare	$13K	Mar 18, 2020Purchase	$1K–15K1 purchase	$13.81	+31.42%	$21.71	1
NGGNational Grid Transco, PlC National Grid PlC	$12K	Mar 18, 2020Purchase	$1K–15K1 purchase	$54.52	+60.02%	$84.12	1
FUPBYFuchs Petrolub SE Unsponsored American Depository ReceiptRepresenting Preferenced Shares	$12K	Mar 18, 2020Purchase	$1K–15K1 purchase	$8.62	+27.84%	$12.45	7
GNTXGentex Corporation	$11K	Dec 20, 2018Sale (partial)	$50K–100K1 purchase	$17.36	+6.66%	$20.19	2
SWGAYSwatch Group ag	$10K	Mar 18, 2020Purchase	$1K–15K1 purchase	$8.63	+2.60%	$10.64	1
BUDAnheuser-busch Inbev SA Sponsored AdR	$10K	Dec 21, 2018Purchase	$1K–15K1 purchase	$66.39	+8.10%	$79.90	2
DWAHYDaiwa House Ind Ltd American Depositary Shares	$9K	Mar 18, 2020Purchase	$2K–30K2 purchases	$25.07	-49.52%	$14.07	2
BURBYburberry Group Plc Sponsored adR	$9K	Mar 18, 2020Purchase	$1K–15K1 purchase	$12.70	-18.33%	$14.08	1
SNYSanofi - american depositary Shares	$9K	Mar 19, 2020Purchase	$1K–15K1 purchase	$40.61	+0.19%	$44.69	1
RDEIYRed Electrica Corporacion Sa unsponsored adR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$7.98	+2.42%	$8.47	1
ENGGYEnagas sa Unsponsored ADR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$9.55	-5.35%	$9.73	3
WBKWestpac banking Corporation	$8K	Nov 13, 2020Sale (partial)	$16K–65K2 purchases	$14.27	—	—	3
TOTTotal S.A.	$8K	Nov 13, 2020Sale (partial)	$16K–65K2 purchases	No data	—	$24.04	3
CAJCanon, Inc. American Depositary Shares	$8K	Nov 13, 2020Sale (partial)	$2K–30K2 purchases	$23.01	—	—	3
BGNEbeiGene, ltd. - American depositary Shares	$8K	Nov 13, 2020Purchase	$1K–15K1 purchase	$278.05	—	—	1
SZEVYSuez Environnement Suez Environnement Co Sa unsponsored adR	$8K	Mar 19, 2020Purchase	$1K–15K1 purchase	No data	—	—	1
RBSRoyal bank of Scotland Group Plc New	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$2.87	—	—	5
HDELYHeidelbergCement Ag Unsponsored AdR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$7.09	—	—	3
HLUYYH Lundbeck A/S Sponsored ADR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	No data	—	—	3
PCRFYPanasonic Corporation	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$6.61	—	—	2
SWMAYSwedish Match ab Frueher Svenska Taendsticks ab unsponsored adR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$4.99	—	—	1
PDYPYPaddy Power plc unsponsored adR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	$31.36	—	—	1
GEAGYGEa Group ag Sponsored adR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	No data	—	—	1
CCLAYCoca Cola amatil limited Sponsored adR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	No data	—	—	1
WCAGYWirecard ag, berlin unsponsoredadR	$8K	Mar 18, 2020Purchase	$1K–15K1 purchase	No data	—	—	1
SHPGShire plc - American deposi tary Shares,each representing t hree Ordinary Shares	$8K	Dec 21, 2018Purchase	$1K–15K1 purchase	$170.03	—	—	4
LNLINE Corporation American Depositary Shares	$8K	Dec 21, 2018Purchase	$1K–15K1 purchase	$33.00	—	—	1
DDRNewsouth Small Cap Equities ddR Corp.	$8K	Mar 26, 2018Purchase	$1K–15K1 purchase	$7.13	—	—	3
MPWMedical Properties Trust, Inc. commonstock	$8K	Mar 26, 2018Purchase	$1K–15K1 purchase	$12.50	—	—	3
FINLTWP Parametric Core Int'l Equity Fund The Finish line, Inc. - Class a	$8K	Mar 26, 2018Purchase	$1K–15K1 purchase	$13.83	—	—	1
SKYAYSky PlC	$8K	Mar 26, 2018Purchase	$1K–15K1 purchase	No data	—	—	1
CRRFYCarrefour S a	$8K	Mar 19, 2020Purchase	$1K–15K1 purchase	$3.00	-4.82%	$2.96	1
NTDOYNintendo Co Ltd AdR	$8K	Dec 1, 2020Purchase	$1K–15K1 purchase	$13.77	-15.98%	$13.13	1
TMSNYTemenos Group AG SPONSOREd AdR	$7K	Mar 18, 2020Purchase	$1K–15K1 purchase	$107.19	-19.68%	$94.73	5
MLCOMelco Resorts & Entertainme ntlimited - American depositary Shares	$7K	Nov 13, 2020Purchase	$15K–50K1 purchase	$18.06	-78.78%	$3.87	1
AHEXYN V aMSTERdaM bRaNCH uNSPON adR adecco Sa unsponsored adR	$7K	Mar 18, 2020Purchase	$1K–15K1 purchase	$17.07	-31.29%	$13.88	1
BHRBHR	$5K	Dec 21, 2018Purchase	$15K–50K1 purchase	$8.75	-86.70%	$1.30	1
PPRUYKering unsponsored adR	$4K	Mar 19, 2020Purchase	$1K–15K1 purchase	$39.94	-61.76%	$19.71	1
UPLDUpland Software, Inc.	$2K	Apr 8, 2020Purchase	$80K–200K3 purchases	$267.99	-98.68%	$3.78	3
ELUXYAb Electrolux Class b Americ andepositary Receipts	$1K	Mar 19, 2020Purchase	$1K–15K1 purchase	$41.66	-78.63%	$5.77	2
ISNPYIntesa Sanpaolo S.P.A. SponsoredADR	$746.40	Nov 13, 2020Sale (partial)	$1K–15K1 purchase	$12.65	+182.46%	$39.46	2

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.