Fred Upton
Fred Upton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 12, 2011. Includes 93 assets and 1 liabilities.
Est. Net Worth
$943K
2011 annual disclosure
Total Assets
$435K - $1.8M
93 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
600
From PTR filings
Trade Volume
$12.4M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Stocks$639K (74)
Bank & Cash$291K (4)
Mutual Funds$164K (7)
ETFs$16K (2)
Other$8K (4)
Real Estate$0 (2)
Top Stock Holdings (from trades)
All Assets (93)
| Asset | Value |
|---|---|
Putnam Global Equity Fund | $15,001 - $50,000 |
Highland | $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| J.P. Morgan | line of credit | $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).
