Bruce L. Braley

Bruce L. Braley Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 19 assets.

Est. Net Worth
$518K
2010 annual disclosure
Total Assets
$271K - $765K
19 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
PeriodEst. 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$435K (17)
Stocks$75K (1)
Bank & Cash$8K (1)

Top Stock Holdings (from trades)

All Assets (19)

AssetValue
Amana Trust Income Fund
$1,001 - $15,000
American Funds Growth Fund of America CL F
$50,001 - $100,000
Baron Asset Fund
$1,001 - $15,000
Columbia Mid Cap Value Fund A
$15,001 - $50,000
Davis New York Venture Fund CL A
$15,001 - $50,000
Europacific Growth Fund CL F
$15,001 - $50,000
Gateway Trust Index Plus FD CL A
$1,001 - $15,000
Hartford Mid Cap Fund CL A
$15,001 - $50,000
Insured Bank Program
$1,001 - $15,000
Ivy Fund Pacific Opportunities
$1,001 - $15,000
JP Morgan TR Highbridge STAT MKT Neutral CL A
$1,001 - $15,000
Lazard Emerging Mkts Port Retail CL A
$1,001 - $15,000
Loomis Sayles FDS II INT Grade Bond FD CL A
$1,001 - $15,000
Neuberger Berman Socially Responsive Equity TR
$50,001 - $100,000
$50,001 - $100,000
Pimco Total Return FD CL A
$1,001 - $15,000
T Rowe Price Growth Stock
$1,001 - $15,000
Templeton Global Bond FD CL A
$1,001 - $15,000
Vanenburg Iwtr TR International Value FD CL A
$50,001 - $100,000

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).
Bruce L. Braley Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker