HOUSE · SC-5 · 2011–2017

Mick Mulvaney portfolio

Mick Mulvaney represented SC in the House until 2017. Trades below come from filings made while in office. Mick Mulvaney has disclosed 45 trades (11 purchases, 34 sales); the latest was on Dec 30, 2016. Over the past year the disclosed stock holdings returned +9.3%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents SC

$724KEst. portfolio value

10 years agoLast trade

+9.3%1Y return, from filings

1M return+1.4%S&P 500 -0.3% · 7 positionsOn their trade dates: +1.3%

3M return-1.4%S&P 500 +1.7% · 7 positionsOn their trade dates: -1.4%

YTD return+5.0%S&P 500 +11.4% · 7 positionsOn their trade dates: +5.0%

1Y return+9.3%S&P 500 +11.8% · 7 positionsOn their trade dates: +9.3%

3Y return+59.3%S&P 500 +81.7% · 7 positionsOn their trade dates: +59.1%

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 $174K across 7 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Mick Mulvaney
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
DPGDuff & Phelps global utility I ncomeFund Inc.	$49K	Jun 5, 2015Purchase	$30K–100K2 purchases	$18.59	-22.41%	$14.02	2
AMLPAlerian MlP ETF	$40K	Mar 28, 2014Purchase	$30K–100K2 purchases	$87.95	-39.34%	$54.05	2
GDXJMarket Vectors Junior gold Mi ners ETF	$28K	Feb 4, 2015Purchase	$1K–15K1 purchase	$27.55	+248.19%	$95.93	1
MOATVanEck Vectors Morningstar Wide MoatETF	$26K	Jul 21, 2016Purchase	$1K–15K1 purchase	$34.15	+227.88%	$112.43	1
DWXSPdR S&P International d ividend ETF	$11K	Jul 1, 2016Purchase	$1K–15K1 purchase	$35.35	+33.16%	$47.07	1
EUOProshares ultrashort Euro	$11K	Jul 21, 2016Purchase	$1K–15K1 purchase	$24.64	+31.28%	$32.68	1
JETSID u.S. global Jets ETF	$10K	Jul 1, 2016Purchase	$1K–15K1 purchase	$21.45	+25.31%	$26.88	1

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.