clifford swan investment counsel llc
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Contact Information
clifford swan investment counsel llc
200 SOUTH LOS ROBLES AVE
PASADENA CA 91101
Business Phone: 6267922228 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $1,345,374,473 [1]Prior Market Value: $1,205,732,737 New Purchases: 12 stocks Additional Purchases: 68 stocks Sold out of: 17 stocks Reduced holdings in: 91 stocks Top 10 Holdings %: 35.09% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Berkshire Hathaway Inc. 11.85% Exxon Mobil Corp. 3.69% United Parcel Service, Inc. 3.25% Johnson & Johnson 2.6% INTERNATIONAL BUSINESS MACHINES 2.59% Major new positions on 03/31/2013 Stock % of Portfolio ABBVIE INC. 1.03% Bed Bath & Beyond, Inc. 0.13% Vanguard Total Stock Market ETF 0.05% iShares S&P SmallCap 600 Index 0.02% Moody's Corp. 0.02%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Templeton Global Income Fund, Inc. 0.33% SPDR Nuveen Barclays Capital S/T Muni Bd 0.05% PIMCO Commodity Real Ret Strat A 0.04% iShares S&P CA AMT-Free Municipal Bd 0.04% iShares MSCI Israel Cap Invest Mkt Index 0.03% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-13 Form 13F-HR 2013-02-08 Form 13F-HR 2012-11-13 Form 13F-HR 2012-08-08 Form 13F-HR 2012-05-09