Confluence Investment Management LLC
CIK Number: 0001442056
7.21B
Market Value
234
# of Holdings
18 months
Avg. Holding Period
68.02%
Win Rate
0.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Progressive Cor... | 239.47 | +1.56% | 901.26K | -3.83% | 228.70M | 41.7 | 3.06% | |
| 2 | Lockheed Martin... | 484.39 | +0.25% | 312.66K | -2.02% | 182.77M | 298.81 | 2.44% | |
| 3 | Diageo Plc | 114.50 | -1.86% | 1.22M | +30.49% | 170.62M | 122.93 | 2.28% | |
| 4 | Chubb Ltd. | 265.57 | +1.46% | 587.39K | -2.43% | 169.40M | 125.72 | 2.26% | |
| 5 | Linde Plc | 427.19 | +1.37% | 338.04K | -1.45% | 161.20M | 355.44 | 2.15% |
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