Adam Smith
Adam Smith Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 6, 2009. Includes 14 assets.
Est. Net Worth
$289K
2009 annual disclosure
Total Assets
$150K - $427K
14 assets
Total Liabilities
$0
0 liabilities
Total Trades
39
From PTR filings
Trade Volume
$361K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$156K (6)
Bank & Cash$75K (2)
Other$41K (2)
Retirement & Pension$17K (4)
Top Stock Holdings (from trades)
All Assets (14)
| Asset | Value |
|---|---|
Calamos Growth B | $1,001 - $15,000 |
Federated Kaufman B | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Industrials$56K
Communication Services$16K
Technology$16K
Financial Services$8K
Healthcare$8K
Basic Materials$8K
Consumer Defensive$8K
Consumer Cyclical$8K
Real Estate
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
