Confluence Investment Management LLC

CIK Number: 0001442056

7.21B
Market Value
237
# of Holdings
18 months
Avg. Holding Period
68.13%
Win Rate
2.76%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Progressive Cor...
284.92
+1.04% 901.26K -3.83% 228.7M 41.7 3.06%
2
Lockheed Martin...
451.39
+0.23% 312.66K -2.02% 182.77M 298.81 2.44%
3
Diageo Plc
109.02
+0.18% 1.22M +30.49% 170.62M 122.93 2.28%
4
Chubb Ltd.
289.83
+1.52% 587.39K -2.43% 169.4M 125.72 2.26%
5
Linde Plc
462.08
-1.06% 338.04K -1.45% 161.2M 355.44 2.15%

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