CL
| |
CPWM, LLC13F | |
| CPWM, LLC | |
| Last update 2022-11-14 | 333 Stocks (25 new) |
| Value $1.06 Bil | Turnover 12 % |
CPWM, LLC Top Holdings of 2022-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCAR | PACCAR Inc | 2,705,519 | 150,950.0 | -7.46% | 14.220 | -1.07% | 0.520 | -19.84% | -14.97% | 46,283.5 | Farm & Heavy Construction Machinery | |
MSFT | Microsoft Corp | 338,286 | 78,787.0 | -5.31% | 7.420 | -0.43% | 0.000 | -14.10% | -12.57% | 2,734,070.0 | Software | |
AAPL | Apple Inc | 468,866 | 64,797.0 | -10.60% | 6.100 | -0.68% | 0.000 | -14.25% | -21.25% | 2,959,047.9 | Hardware | |
AMZN | Amazon.com Inc | 328,687 | 37,142.0 | +22.48% | 3.500 | +0.64% | 0.000 | -23.60% | -21.32% | 1,831,800.1 | Retail - Cyclical | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,578,298 | 35,101.0 | +15.10% | 3.310 | +0.43% | 0.250 | -13.00% | -10.78% | 29,332.1 | ||
SBUX | Starbucks Corp | 416,477 | 35,092.0 | +91.07% | 3.300 | +1.57% | 0.040 | -13.86% | -10.20% | 92,578.4 | Restaurants | |
VIG | Vanguard Dividend Appreciation FTF | 221,543 | 29,944.0 | +1.19% | 2.820 | +0.03% | 0.050 | -7.68% | -6.11% | 89,601.4 | ||
IWF | iShares Russell 1000 Growth ETF | 123,066 | 25,893.0 | +95.41% | 2.440 | +1.19% | 0.050 | -16.06% | -14.93% | 91,843.3 | ||
SPY | S&P 500 ETF TRUST ETF | 71,089 | 25,391.0 | +2.09% | 2.390 | +0.05% | 0.010 | -11.91% | -10.18% | 553,221.2 | ||
DFUV | Dimensional US Marketwide Value ETF | 633,059 | 18,745.0 | +91.07% | 1.770 | +0.84% | 0.270 | -10.52% | -6.87% | 10,403.3 |
CPWM, LLC's Historical Top Holdings Breakdowns
CPWM, LLC Total Holding History ($B)
CPWM, LLC's Asset Allocation
CPWM, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CPWM, LLC's Hypothetical Growth since 2022-09-30
CPWM, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CPWM, LLC's Holdings Heat Map
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CPWM, LLC's Holdings Bubble Chart
CPWM, LLC News
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