Steven Farer
@Confluence Investment Management Llc
Latest period2024 - Q4ReportedManaged Assets$7.209BTotal holdings299
Assets growth rate-3.65%Assets growth rate (2-Q avg)2.17%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Confluence Investment Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 299 positions.
Assets under management
The assets under management (AUM) of Confluence Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 7.209B in assets, with a quarterly growth rate of -3.65% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Steven Farer, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BIPCBrookfield Infrastructure Corp
| 1.24% | $89.181M 2.229M shares@ $40.01 avg price | New Position |
ZROZPimco 20 Plus Year Zero Coupon
| 0.2% | $14.155M 206,281 shares@ $68.62 avg price | New Position |
VVVValvoline Inc.
| 0.13% | $9.095M 251,391 shares@ $36.18 avg price | New Position |
IWDIshares Russell 1000 Value Etf
| 0.08% | $5.253M 28,375 shares@ $185.14 avg price | New Position |
MLNVaneck Vectors Long Municipal
| 0.06% | $3.682M 205,938 shares@ $17.88 avg price | New Position |
ENOVEnovis Corp
| 0.05% | $3.494M 79,622 shares@ $43.89 avg price | New Position |
ASGTFAltus Group Ltd.
| 0.05% | $3.183M 81,838 shares@ $38.9 avg price | New Position |
NLYAnnaly Capital Management Inc.
| 0.02% | $1.11M 60,648 shares@ $18.3 avg price | New Position |
RWAYRunway Growth Finance Corp
| 0.02% | $916,486 83,621 shares@ $10.96 avg price | New Position |
SLVIshares Silver Trust Etf
| 0.01% | $595,269 22,608 shares@ $26.34 avg price | New Position |