Confluence Investment Management LLC
CIK Number: 0001442056
7.48B
Market Value
237
# of Holdings
18 months
Avg. Holding Period
67.60%
Win Rate
14.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Progressive Cor... | 242.86 | -0.36% | 901.26K | -3.83% | 228.70M | 41.7 | 3.06% | |
| 2 | Lockheed Martin... | 496.08 | -1.62% | 312.66K | -2.02% | 182.77M | 298.81 | 2.44% | |
| 3 | Diageo Plc | 129.35 | +2.09% | 1.22M | +30.49% | 170.62M | 122.93 | 2.28% | |
| 4 | Chubb Ltd. | 275.52 | -0.25% | 587.39K | -2.43% | 169.40M | 125.72 | 2.26% | |
| 5 | Linde Plc | 438.34 | -0.50% | 338.04K | -1.45% | 161.20M | 355.44 | 2.15% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.