TIM MURPHY

TIM MURPHY Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed June 6, 2011. Includes 69 assets.

Est. Net Worth
$1.2M
2011 annual disclosure
Total Assets
$558K - $1.8M
69 assets
Total Liabilities
$0
0 liabilities
Total Trades
171
From PTR filings
Trade Volume
$2.2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$665K
2009$731K
2010$650K
2011$1.2M
2012$761K
2013$983K

Assets by Category

Mutual Funds$982K (57)
Other$76K (3)
Bank & Cash$76K (4)
ETFs$32K (5)

Top Stock Holdings (from trades)

All Assets (69)

AssetValue
$1,001 - $15,000
Growth Fund of America
$50,001 - $100,000
American Beacon Large Cap Value
$15,001 - $50,000
Baron Growth
$1,001 - $15,000
Artisan Small Cap Value
$1,001 - $15,000
Thornburg International Value
$15,001 - $50,000
Edward Emerging Markets
$50,001 - $100,000
Calamos Market Neutral Income
$1,001 - $15,000
Credit Suisse Commodity Return Strategy
$1,001 - $15,000
Pimco Low Duration
$1,001 - $15,000
Dodge & Cox Income
$15,001 - $50,000
Pimco Total Return
$50,001 - $100,000
Vanguard Interm-Term Tax Exempt
$1,001 - $15,000
Loomis Sayles Bond
$1,001 - $15,000
Pimco Developing Local Markets
$50,001 - $100,000
JP Morgan US Gov Money Market
$15,001 - $50,000
JP Morgan Chase Structured Note
$50,001 - $100,000
$1,001 - $15,000
Growth Fund of America
$1,001 - $15,000
American Beacon Large Cap
$1,001 - $15,000
Baron Growth
$1,001 - $15,000
Artisan Small Cap Value
$1,001 - $15,000
Thornburg International Value
$15,001 - $50,000
Lazard Emerging Markets
$1,001 - $15,000
Calamos Market Neutral Income
$1,001 - $15,000
Credit Suisse Commodity Return Strategy
$1,001 - $15,000
Pimco Low Duration
$1,001 - $15,000
Pimco Total Return
$15,001 - $50,000
Vanguard Interm-Term Corporate Bond
$1,001 - $15,000
Loomis Sayles Bond
$1,001 - $15,000
Pimco Developing Local Markets
$1,001 - $15,000
iShares US Gov Money Market
$50,001 - $100,000
JP Morgan Chase Structured Note
N/A
Harbor Capital Appreciation
$1,001 - $15,000
American Beacon Large Cap Value
$1,001 - $15,000
Thornburg International Value
$1,001 - $15,000
Pimco Total Return
$1,001 - $15,000
Baron Growth
N/A
Pimco Low Duration
N/A
American Beacon Small Cap Value
N/A
Bayou City Exploration
$1 - $1,000
Insured Cash Account
$1 - $1,000
$1,001 - $15,000
Growth Fund of America
$1,001 - $15,000
American Beacon Large Cap Value
$1,001 - $15,000
$1,001 - $15,000
Thornburg International Value
$1,001 - $15,000
Gateway Fund
$1,001 - $15,000
Pimco Low Duration
$1,001 - $15,000
Pimco Total Return
$1,001 - $15,000
Loomis Sayles Bond
$1,001 - $15,000
Pimco Emerging Local Bond
$1,001 - $15,000
Arbitrage Fund
$1,001 - $15,000
Insured Cash Account
$50,001 - $100,000
N/A
Optimum Large Cap Growth C
$15,001 - $50,000
Optimum Large Cap Value C
$50,001 - $100,000
Optimum Small Cap Growth C
$1,001 - $15,000
Optimum Small Cap Value C
$1,001 - $15,000
Optimum International C
$15,001 - $50,000
Optimum Fixed Income C
$1,001 - $15,000
Insured Cash Account
N/A
Optimum Large Cap Growth C
N/A
Optimum Large Cap Value C
N/A
Optimum Small Cap Growth C
N/A
Optimum Small Cap Value C
N/A
Optimum International C
N/A
Optimum Fixed Income C
N/A
Insured Cash Account
N/A

Trading Sector Allocation (from PTR trades)

Healthcare$24K
Financial Services$8K
Technology$8K
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).