Kelly Louise Morrison Stock Portfolio

Simulatedⓘ

Democratic · House · MN

Kelly Louise Morrison's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$183K

Unrealized P&L

$54K

+41.6%

Realized P&L

-$1K

Open Positions

Performance vs S&P 500

-7.4%

SPY -0.8%

α -6.6%

+9.3%

SPY +14.0%

α -4.7%

-1.9%

SPY +7.8%

α -9.7%

+10.8%

SPY +24.0%

α -13.3%

+12.5%

SPY +24.9%

α -12.5%

+12.5%

SPY +24.9%

α -12.5%

All

+12.5%

SPY +24.9%

α -12.5%

Head-to-head with S&P 500

Live Holdings2 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AVGO	Broadcom Inc. - Common Stock	264	$183.47	$395.04	$104K	56.9%	+115.3%
META	Meta Platforms, Inc. - Class A Common Stock	140	$578.77	$564.47	$79K	43.1%	-2.5%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →