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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 94% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 94% of the manager's regulatory AUM.
CLIFFORD SWAN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CLIFFORD SWAN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UPS | 5.57% | Industrials | 13.63% | 0.04% | 0 | 28% | ||
| AAPL | 5.2% | Tech | 26.85% | 0.32% | 0 | 47% | ||
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FEATURED IN
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
STE 550
PASADENA, California
UNITED STATES, 91105-1965
CLIFFORD SWAN Contact Information
Phone Number: 626-792-2228
Fax Number: 626-792-2670
Website: http://www.cliffordswan.com
Fax Number: 626-792-2670
Website: http://www.cliffordswan.com
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