pile-pancakes

Republican presidential candidate Donald Trump’s investment portfolio is packed with hundreds of stock, bond and fund holdings spread across several trusts and brokerage accounts, his election disclosures show.

U.S. presidential candidates must disclose all their corporate holdings and sources of income to the U.S. Office of Government Ethics. Trump’s latest filing, dated May 16 and released May 18, is 104 pages long.

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According to Trump, over the last 17 months his businesses’ revenues grew by $190 million, and he earned $557 million in income (all figures are in U.S. dollars).

Trump said last July in a note accompanying a previous disclosure that he was worth more than $10 billion, an assertion he also made Tuesday. Also last year, he reported that a large amount of his valuation came from the $3.3 billion in estimated worth he placed on his personal brand. Last July, Forbes magazine deflated that valuation, saying Trump’s brand was likely worth about $125 million.

In his portfolio are BlackRock and Baron funds, as well as private equity funds from AG Eleven Partners, MidOcean Credit, and Paulson Partners. His picks include growth, real estate, emerging market and small-cap funds.

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He has accounts at multiple banks: JPMorgan Chase, Capital One, Citibank, OneWest, Signature, Bank United and First Republic. He earns tens of thousands in interest a year.

He also has a position in gold worth between $100,001 and $250,000.

As for his stocks, he seems to hold mostly blue-chip positions, including General Mills, GE and AT&T. Many were in the technology, financial, energy and pharmaceutical industries. He holds those securities across four brokers: Barclays, Oppenheimer, Deutsche Asset and Wealth Management, and JPMorgan. Specifically:

  • At the time of his filing, he reported 26 positions in his Barclays account, including BHP Billiton, ConocoPhillips, Halliburton and Royal Dutch Shell stock. Each position was worth between $1,001 and $15,000.
  • At Oppenheimer, he reported 23 holdings. The largest position was in the Advantage Advisers Xanthus Fund, which was valued between $1 million and $5 million. Also in the account were Amgen, Philip Morris, UPS and Pfizer.
  • He had two Deutsche accounts, with a total of nearly 200 positions. That included securities from Scotiabank, TD, RBC, TransCanada and Quebec.
  • At JPMorgan, he reported eight securities, including Caterpillar, Exxon Mobil and Pepsi.

Read: Gold: the ultimate safe haven, or just a shiny metal?

Trump is involved in four family trusts, three of which also hold investments. They’re mostly invested in funds, and providers include iShares, Vanguard, Prudential and Goldman Sachs.

To see Trump’s complete financial disclosure, click here. His investments start on page 35.

 

 

Originally published on Advisor.ca

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