CONFLUENCE INVESTMENT MANAGEMENT LLC Q3 2017 Filing

Filed October 13, 2017

Portfolio Value

$5.2B

Holdings

239

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (239 positions)

StockValue
KOThe Coca-Cola Company
$415K
SHMSPDR Nuveen Barclays Capital S
$377K
RGLDRoyal Gold, Inc.
$360K
WFCWells Fargo & Company
$358K
FNVFranco-Nevada Corp.
$349K
AAAlcoa Corporation
$347K
Manatuck Hill Mariner Offshore
$343K
ETFS Physical Platinum
$342K
EOGEOG Resources
$341K
EEMSiShares MSCI Emerging Markets
$329K
VTIVanguard Total Stock Market
$311K
IDV*Dow Jones U.S. Select Dividend
$286K
GAINGladstone Investment Corp.
$279K
WPMWheaton Precious Metals Corp
$271K
IJRS&P SmallCap 600 Index Fund -
$269K
PCHPotlatch Corp.
$262K
VMCVulcan Materials Co.
$262K
USBUS Bancorp
$254K
XECEURCimarex Energy Co.
$247K
ABTAbbott Laboratories
$245K
FLOTiShares Floating Rate Note Fun
$242K
MINTPimco Enhanced Short Maturity
$242K
UI2Kemper Corp.
$237K
RSP Permian, Inc.
$228K
PXDEURPioneer Natural Resources Co.
$228K
Harvest Capital Credit Corp
$223K
ACNAccenture PLC
$214K
BACBank of America Corp.
$213K
SWN1EURSouthwestern Energy Co.
$213K
Sabina Gold & Silver Co NPV
$211K
SEASeabridge Gold Inc.
$210K
LLYEli Lilly & Co.
$209K
MDYSPDR S&P MidCap 400 ETF Trust
$208K
NEENextEra Energy, Inc.
$207K
IWDRussell 1000 Value Index - iSh
$205K
SLVSilver Trust - iShares
$203K
Fifth Street Finance Corp.
$172K
CCOCameco Corp.
$159K
AGFirst Majestic Silver Corp.
$117K
BSXGFBelo Sun Mining Corp Com NPV
$112K
FVICHFFortuna Silver Mines Inc
$102K
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