Cheri Bustos (D-IL-17), a former Democratic member of the House, has disclosed 40 trades since 2015: 12 purchases worth about $390.01K and 25 sales worth about $690.01K, in 25 stocks. Most traded: AIMC, AMZN, BRK-B. As a portfolio, their stock holdings and trades returned +79.3% from May 2016, against +84.2% for the S&P 500. Trades took a median 21 days to be disclosed; 6 came late.
Cheri Bustos’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2016: +79.3%, against +84.2% for SPY; the largest fall on the way was -31.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cheri Bustos | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cheri Bustos | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cheri Bustos | Nov 2021 | -22.5% | -18.4% | -4.0% | -19.6% | -27.5% | -0.82 | 0.95 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cheri Bustos | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Cheri Bustos | May 2016 | +79.3% | +84.2% | -4.8% | +9.2% | -31.1% | 0.53 | 0.99 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +27.1% | Mar 17, 2020 |
| BRK-BBerkshire Hathaway Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +1.6% | Apr 6, 2020 |
| CMCSAComcast Corp | Communication Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -196.5% | Feb 25, 2020 |
| DHRDanaher Corp /De/ | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -17.2% | Oct 18, 2019 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -166.0% | Feb 10, 2020 |
| EXPEExpedia Group, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -91.9% | Oct 18, 2019 |
| LHXL3Harris Technologies, Inc. /De/ | Industrials | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -111.6% | Mar 17, 2020 |
| MAMastercard Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -9.1% | Mar 24, 2020 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +107.0% | Apr 6, 2020 |
| TGTTarget Corp | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -89.3% | Feb 25, 2020 |
| ULTAUlta Beauty, Inc. | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -60.9% | Oct 18, 2019 |
| ZBHZimmer Biomet Holdings, Inc. | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -277.5% | Jan 30, 2017 |
| UAAUnder Armour, Inc. | Consumer Discretionary | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jan 30, 2017 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 18, 2019 |
| BIIBBiogen Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jan 30, 2017 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon.com, Inc. | Self | Sell | $15K–$50K | Mar 17, 2020 | Aug 3, 2021 | 504d late | +171.7% | -25.8% | |
| LHXL3Harris Technologies, Inc. | Self | Sell | $15K–$50K | Mar 17, 2020 | Aug 3, 2021 | 504d late | +65.1% | -132.5% | |
| MAMastercard Incorporated | Self | Sell | $15K–$50K | Mar 24, 2020 | Aug 3, 2021 | 497d late | +177.7% | -31.6% | |
| AIMCAltra Industrial Motion Corp. | Self | Sell | $1K–$15K | Apr 6, 2020 | May 19, 2020 | 43d | – | – | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Sell | $15K–$50K | Apr 6, 2020 | May 19, 2020 | 43d | +200.8% | +16.8% | |
| MSFTMicrosoft Corporation | Self | Sell | $15K–$50K | Apr 6, 2020 | May 19, 2020 | 43d | +206.8% | +22.9% | |
| CMCSAComcast Corporation - Class A | Self | Sell | $15K–$50K | Feb 25, 2020 | Mar 7, 2020 | 11d | -41.0% | -181.6% | |
| TGTTarget Corporation | Self | Sell | $15K–$50K | Feb 25, 2020 | Mar 7, 2020 | 11d | +41.8% | -98.7% | |
| TGTTarget Corporation | Self | Buy | $15K–$50K | Feb 10, 2020 | Mar 7, 2020 | 26d | +35.5% | -89.3% | |
| DISWalt Disney Company | Self | Sell | $15K–$50K | Feb 10, 2020 | Mar 7, 2020 | 26d | -20.7% | -145.4% | |
| AMZNAmazon.com, Inc. | Self | Buy | $15K–$50K | Oct 18, 2019 | Nov 8, 2019 | 21d | +179.5% | +27.1% | |
| ULTAUlta Beauty, Inc. | Self | Sell | $15K–$50K | Oct 18, 2019 | Nov 8, 2019 | 21d | +165.7% | +13.3% | |
| DISWalt Disney Company | Self | Buy | $15K–$50K | Oct 18, 2019 | Nov 8, 2019 | 21d | -13.6% | -166.0% | |
| AAPLApple Inc. | Self | Sell | $15K–$50K | Oct 18, 2019 | Nov 8, 2019 | 21d | +472.5% | +320.0% | |
| CMCSAComcast Corporation - Class A | Self | Buy | $15K–$50K | Oct 18, 2019 | Nov 8, 2019 | 21d | -44.1% | -196.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Cheri Bustos (D-IL-17), a former Democratic member of the House, has disclosed 40 trades since 2015: 12 purchases worth about $390.01K and 25 sales worth about $690.01K, in 25 stocks. Most traded: AIMC, AMZN, BRK-B. As a portfolio, their stock holdings and trades returned +79.3% from May 2016, against +84.2% for the S&P 500. Trades took a median 21 days to be disclosed; 6 came late.
As a portfolio, their stock holdings and trades returned +79.3% from May 2016 to November 2026, against +84.2% for the S&P 500, with a largest fall of -31.1%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 21 days to be disclosed. 6 of 40 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.