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 |
---|---|---|---|
AOSA. O. Smith Corp.
| 0.25% | $18.019M 264,162 shares@ $68.22 avg price | Decreased -2.95% |
SPYGSpdr Portfolio S&p 500 Growth
| 0.25% | $17.97M 204,435 shares@ $87.9 avg price | Increased 2.94% |
MDTMedtronic Plc
| 0.24% | $17.208M 215,420 shares@ $79.88 avg price | Decreased -0.49% |
CRLCharles River Laboratories Int
| 0.24% | $17.169M 93,004 shares@ $184.6 avg price | Decreased -2.05% |
BWINBaldwin Insurance Group Inc.
| 0.24% | $16.747M 432,066 shares@ $38.76 avg price | Decreased -1.47% |
IBDRIshares Ibonds Dec 2026 Term C
| 0.23% | $16.171M 671,822 shares@ $24.08 avg price | Increased 1.62% |
SPYVSpdr Portfolio S&p 500 Value E
| 0.2% | $14.374M 281,066 shares@ $51.15 avg price | Increased 3.01% |
VNTVontier Corp.
| 0.2% | $14.185M 388,952 shares@ $36.47 avg price | Decreased -0.54% |
ZROZPimco 20 Plus Year Zero Coupon
| 0.2% | $14.155M 206,281 shares@ $68.62 avg price | New Position |
SPYSpdr S&p 500 Etf
| 0.19% | $13.553M 23,125 shares@ $586.09 avg price | Decreased -9.87% |