Fred Upton
Fred Upton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 13, 2010. Includes 130 assets.
Est. Net Worth
$7.5M
2010 annual disclosure
Total Assets
$4.3M - $10.7M
130 assets
Total Liabilities
$0
0 liabilities
Total Trades
600
From PTR filings
Trade Volume
$12.4M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Stocks$5.3M (103)
Mutual Funds$1.4M (16)
Gov. Securities$550K (2)
Other$191K (3)
Retirement & Pension$75K (1)
Bank & Cash$57K (5)
Top Stock Holdings (from trades)
All Assets (130)
| Asset | Value |
|---|---|
Palmer Lake Equity Funds | $50,001 - $100,000 |
William C. Cocke Jr. Trust | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$1.6M
Consumer Cyclical$1.2M
Technology$828K
Consumer Defensive$977K
Healthcare$734K
Energy$305K
Communication Services$980K
Industrials$863K
Basic Materials
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).
