CONFLUENCE INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings

CONFLUENCE INVESTMENT MANAGEMENT LLC disclosed 298 stock positions in a recent SEC 13F filing. $6,227,678,650 of stock holdings were filed, with the largest holdings including SGOV, SNA, and CB. This filing represented positions held on yesterday, and was filed today.

We estimate the fund has a total AUM of $6,719,179,902 and has 55 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.