Bruce L. Braley
Bruce L. Braley Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 15 assets.
Est. Net Worth
$493K
2009 annual disclosure
Total Assets
$260K - $725K
15 assets
Total Liabilities
$0
0 liabilities
Total Trades
108
From PTR filings
Trade Volume
$1.2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $894K |
| 2009 | $493K |
| 2010 | $518K |
| 2011 | $507K |
| 2011 | $448K |
| 2012 | $76K |
| 2012 | $292K |
| 2013 | $162K |
| 2013 | $630K |
| 2013 | $630K |
Assets by Category
Mutual Funds$418K (14)
Stocks$75K (1)
Top Stock Holdings (from trades)
All Assets (15)
| Asset | Value |
|---|---|
Allianz NFJ Dividend Value Fund Class A | $1,001 - $15,000 |
American Funds Growth Fund of America Class F | $50,001 - $100,000 |
American Funds Income Fund of America Class F | $1,001 - $15,000 |
Baron Asset Fund | $15,001 - $50,000 |
Calamos Growth & Income Fund | $1,001 - $15,000 |
Columbia Mid Cap Value Fund A | $15,001 - $50,000 |
Davis New York Venture Fund Class A | $50,001 - $100,000 |
Templeton Global Bond A | $15,001 - $50,000 |
Hartford Mid Cap Fund Class A | $15,001 - $50,000 |
Oppenheimer Global Fund Class A | $15,001 - $50,000 |
| $50,001 - $100,000 | |
T Rowe Price Equity Income Fund | $1,001 - $15,000 |
T Rowe Price Growth Stock Fund, Inc. | $15,001 - $50,000 |
Thornburg International Value Fund Class A | $15,001 - $50,000 |
UBS SMA Money Mkt Portfolio | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$218K
Healthcare$24K
Consumer Cyclical$56K
Consumer Defensive$24K
Technology$24K
Industrials$64K
Utilities$40K
Real Estate$56K
Energy$32K
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).