CONFLUENCE INVESTMENT MANAGEMENT LLC Q1 2016 Filing

Filed May 4, 2016

Portfolio Value

$3.3T

Holdings

231

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (231 positions)

#StockSharesValue% PortfolioType
201
IVWS&P 500 Growth Index - iShares
2,979$345.0M0.01%
202
BUDAnheuser-Busch InBev SA/NV
2,690$335.0M0.01%
203
Silver Wheaton Corp.
19,310$320.0M0.01%
204
EOGEOG Resources
3,854$280.0M0.01%
205
AAALCOA, INC.
29,101$279.0M0.01%
206
IJRS&P SmallCap 600 Index Fund -
2,480$279.0M0.01%
207
FYCFirst Trust Small Cap Growth
8,741$263.0M0.01%
208
FNKFirst Trust Mid Cap Value Alph
9,288$262.0M0.01%
209
XECEURCimarex Energy Co.
2,587$252.0M0.01%
210
IGSBiShares Barclays 1-3 Year Inve
2,330$246.0M0.01%
211
IWFRussell 1000 Growth Index Fund
2,468$246.0M0.01%
212
CXOEURConcho Resources, Inc.
2,420$245.0M0.01%
213
PXDEURPioneer Natural Resources Co.
1,702$240.0M0.01%
214
Fifth Street Finance Corp.
46,910$235.0M0.01%
215
VEIRXVanguard Equity-Income Admiral
3,651$233.0M0.01%
216
RGLDRoyal Gold, Inc.
4,480$230.0M0.01%
217
Agrium Inc.
2,543$225.0M0.01%
218
IVVS&P 500 Index Fund - iShares
1,071$221.0M0.01%
219
VMCVulcan Materials Co.
2,074$219.0M0.01%
220
VGKEuropean ETF - Vanguard
4,286$208.0M0.01%
221
FMCFMC Corp.
5,071$205.0M0.01%
222
Detour Gold Corp
12,960$204.0M0.01%
223
Harvest Capital Credit Corp
16,699$203.0M0.01%
224
AYS1Sandstorm Gold LTD
54,187$178.0M0.01%
225
American Capital Senior Floati
17,308$174.0M0.01%
226
GLNCYGlencore Xstrata plc
31,641$141.0M0.00%
227
IAUiShares MSCI Japan Index
11,382$130.0M0.00%
228
SEASeabridge Gold Inc.
11,284$124.0M0.00%
229
Torex Gold Res Inc
76,286$106.0M0.00%
230
EGOEldorado Gold Corp.
26,651$84.0M0.00%
231
California Resources Corp. (Wh
10,510$11.0M0.00%
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