CLIFFORD SWAN Overview

Clifford Swan Investment Counsel Llc is an investment advisor that manages 2.5 BN dollars in regulatory AUM and has 32 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 60% of the manager's regulatory AUM.

CLIFFORD SWAN StockAlpha

-0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLIFFORD SWAN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UPS 3.42% Industrials 7.14% 0.03% 0 20%
XOM 3.04% Energy 0.61% -0.13% 0 29%
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CLIFFORD SWAN Founders and Key Employees

Name Title In Position Since
James R. Brown Chief Financial Officer & Secretary October-2000
Peter J. Boyle President & Director August-2000
Linda D. Taylor Chairman & Ceo January-2010
Carolyn S. Barber Chief Compliance Officer August-2009
Maxwell R. Pray Director January-2011
William J. Freeman Director December-2011
Roger L. Gewecke Director January-2015

CLIFFORD SWAN Brokers, Custodians, Auditors and Administrators

Type Company

CLIFFORD SWAN Investment Strategy

CLIFFORD SWAN Portfolio Concentration

CLIFFORD SWAN Location

177 E. COLORADO BLVD
STE 550
PASADENA, California
UNITED STATES, 91105-1965

CLIFFORD SWAN Contact Information

Phone Number: 626-792-2228
Fax Number: 626-792-2670
Website:

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