CONFLUENCE INVESTMENT MANAGEMENT LLC Q4 2017 Filing

Filed January 8, 2018

Portfolio Value

$5.5B

Holdings

241

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (241 positions)

StockValue
KOThe Coca-Cola Company
$464.0M
DLNWisdomTree LargeCap Dividend F
$460.0M
SHMSPDR Nuveen Barclays Capital S
$381.0M
AAAlcoa Corporation
$376.0M
EOGEOG Resources
$363.0M
IWORussell 2000 Growth Index - iS
$360.0M
FNVFranco-Nevada Corp.
$343.0M
AGGBarclays Aggregate Bond Fund -
$338.0M
VTIVanguard Total Stock Market
$330.0M
Manatuck Hill Mariner Offshore
$330.0M
ETFS Physical Platinum
$329.0M
GAINGladstone Investment Corp.
$328.0M
RGLDRoyal Gold, Inc.
$326.0M
UI2Kemper Corp.
$308.0M
ABTAbbott Laboratories
$305.0M
WPMWheaton Precious Metals Corp
$298.0M
USBUS Bancorp
$287.0M
IJRS&P SmallCap 600 Index Fund -
$279.0M
IDV*Dow Jones U.S. Select Dividend
$278.0M
VMCVulcan Materials Co.
$264.0M
WFCWells Fargo & Company
$259.0M
RSP Permian, Inc.
$252.0M
XECEURCimarex Energy Co.
$249.0M
PXDEURPioneer Natural Resources Co.
$249.0M
BACBank of America Corp.
$244.0M
COSTCostco Wholesale Corporation
$244.0M
FLOTiShares Floating Rate Note Fun
$242.0M
MINTPimco Enhanced Short Maturity
$241.0M
PCHPotlatch Corp.
$239.0M
KMBKimberly-Clark Corporation
$234.0M
Market Vectors Int Muni Index
$228.0M
MDYSPDR S&P MidCap 400 ETF Trust
$209.0M
LLYEli Lilly & Co.
$207.0M
Sabina Gold & Silver Co NPV
$202.0M
SLVSilver Trust - iShares
$195.0M
Harvest Capital Credit Corp
$183.0M
SEASeabridge Gold Inc.
$183.0M
SWN1EURSouthwestern Energy Co.
$176.0M
BIZDVanEck Vectors BDC Income ETF
$175.0M
CCOCameco Corp.
$141.0M
FVICHFFortuna Silver Mines Inc
$113.0M
AGFirst Majestic Silver Corp.
$109.0M
BSXGFBelo Sun Mining Corp Com NPV
$72.0M
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