CL

CPWM, LLC

13F
CPWM, LLC
Last update 2022-11-14 333 Stocks (25 new)
Value $1.06 Bil Turnover 12 %
Countries:
Top Holdings: PCAR(14.22%)MSFT(7.42%)AAPL(6.10%)AMZN(3.50%)DFAC(3.31%)
Summary Stock Picks Current Portfolio
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
+13.90%
-2.16%
53,078.6
Farm & Heavy Construction Machinery
MSFT
Microsoft Corp
338,286
78,787.0
-5.31%
7.420
-0.43%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
468,866
64,797.0
-10.60%
6.100
-0.68%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
AMZN
Amazon.com Inc
328,687
37,142.0
+22.48%
3.500
+0.64%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
DFAC
Dimensional U.S. Core Equity 2 ETF
1,578,298
35,101.0
+15.10%
3.310
+0.43%
0.250
+18.17%
+7.50%
36,018.1
 
SBUX
Starbucks Corp
416,477
35,092.0
+91.07%
3.300
+1.57%
0.040
+16.65%
+6.43%
109,003.5
Restaurants
VIG
Vanguard Dividend Appreciation FTF
221,543
29,944.0
+1.19%
2.820
+0.03%
0.050
+12.58%
+7.35%
90,302.9
 
IWF
iShares Russell 1000 Growth ETF
123,066
25,893.0
+95.41%
2.440
+1.19%
0.050
+25.04%
+8.94%
113,994.5
 
SPY
S&P 500 ETF TRUST ETF
71,089
25,391.0
+2.09%
2.390
+0.05%
0.010
+18.80%
+8.86%
654,366.5
 
DFUV
Dimensional US Marketwide Value ETF
633,059
18,745.0
+91.07%
1.770
+0.84%
0.270
+13.14%
+7.21%
11,902.3
 

CPWM, LLC's Historical Top Holdings Breakdowns

CPWM, LLC Total Holding History ($B)

To

CPWM, LLC's Asset Allocation

To

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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