Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 02-06-2024 | 12-31-2023 | 313 | 2,571,278,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $146,524,004 | 761,045 | 0.01 | 0.01 | -47,875 | -5.92 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 2 | $137,181,399 | 872,489 | 0.01 | 0.01 | 173,580 | 24.84 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $122,782,307 | 326,514 | 0.00 | 0.00 | -11,263 | -3.33 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 4 | $81,420,084 | 123,349 | 0.00 | 0.00 | -4,664 | -3.64 | 12-31-2023 |
