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CPCM

Latest statistics and disclosures from CPWM's latest quarterly 13F-HR filing:

Top 5 stock holdings are PCAR, MSFT, AAPL, AMZN, DFAC, and represent 34.54% of CPWM's stock portfolio.
Added to shares of these 10 stocks: SBUX (+$17M), IWF (+$13M), DFUV (+$8.9M), DFUS (+$7.7M), AMZN (+$6.8M), GOOGL (+$6.5M), AVDV, IWC, DFAC, AVUV.
Started 26 new stock positions in IUSV, HLN, EFV, CLX, IVE, New York Mortgage Trust, Enjoy Technology, BNDX, MDY, PGNY.
Reduced shares in these 10 stocks: PCAR (-$12M), COST (-$10M), AAPL (-$7.7M), ABNB (-$6.1M), JPST, MSFT, VGT, EEM, AVUS, EZU.
Sold out of its positions in AAP, ALLY, ADI, ANIX, ASB, BBY, CRI, DFIS, DFCF, EFR.
CPWM was a net buyer of stock by $8.3M.
CPWM has $1.1B in assets under management (AUM), dropping by -5.34%.
Central Index Key (CIK): 0001697457

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Portfolio Holdings for CPWM

CPWM holds 333 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Paccar Equities (PCAR)	14.2	$151M	-7%	1.8M	83.69	View chart
Microsoft Corp Equities (MSFT)	7.4	$79M	-5%	338k	232.90	View chart
Apple Equities (AAPL)	6.1	$65M	-10%	469k	138.20	View chart
Amazon.com Equities (AMZN)	3.5	$37M	+22%	329k	113.00	View chart
DFA US Core Equity II Equities (DFAC)	3.3	$35M	+15%	1.6M	22.24	View chart
Starbucks Corp Equities (SBUX)	3.3	$35M	+91%	417k	84.26	View chart
Vanguard Specialized Portfolios Div Appr Equities (VIG)	2.8	$30M		222k	135.16	View chart
iShares Russell 1000 Growth Index Equities (IWF)	2.4	$26M	+95%	123k	210.40	View chart
SPDR S&P 500 Index Equities (SPY)	2.4	$25M	+2%	71k	357.17	View chart
DFA Tax-Managed US Marketwide Value II Equities (DFUV)	1.8	$19M	+91%	633k	29.61	View chart
Avantis US Equity ETF Equities (AVUS)	1.7	$18M	-14%	281k	62.35	View chart
iShares MSCI All Country World Index Equities (ACWI)	1.5	$16M		211k	77.83	View chart
DFA T/M U.S. Equity Equities (DFUS)	1.4	$15M	+110%	377k	38.82	View chart
Avantis U.S. Small Cap Value ETF Equities (AVUV)	1.3	$14M	+45%	215k	66.14	View chart
Vanguard Intl Equity Index Fds Total Wor Equities (VT)	1.2	$13M	-7%	168k	78.88	View chart
Vanguard Total Stock Market Equities (VTI)	1.2	$13M	+12%	72k	179.47	View chart
Avantis International Equity ETF Equities (AVDE)	1.2	$13M	+11%	275k	45.62	View chart
Vanguard High Dividend Yield ETF Equities (VYM)	1.1	$11M	+7%	118k	94.88	View chart
Costco Wholesale Equities (COST)	1.0	$11M	-48%	24k	472.28	View chart
Vanguard S&P 500 ETF Equities (VOO)	1.0	$11M	-6%	33k	328.29	View chart
iShares S&P 500 Index Equities (IVV)	1.0	$10M	+37%	28k	358.64	View chart
Avantis Int'l Small Cap Value ETF Equities (AVDV)	0.9	$10M	+98%	212k	47.50	View chart
JPMorgan Ultra-Short Income ETF Equities (JPST)	0.8	$8.4M	-34%	168k	50.16	View chart
Enterprise Products Partners Equities (EPD)	0.8	$8.3M		350k	23.78	View chart
iShares Russell Microcap Index Equities (IWC)	0.7	$7.9M	+141%	77k	103.39	View chart
Avantis Emerging Markets Equity ETF Equities (AVEM)	0.7	$7.7M		167k	45.93	View chart
iShares Barclays US Aggregate Bond Index Equities (AGG)	0.7	$7.5M	+61%	78k	96.33	View chart
Google Inc Class A Equities (GOOGL)	0.6	$6.8M	+1689%	71k	95.66	View chart
DFA T/M U.S. Small-Cap Equities (DFAS)	0.6	$6.8M	+61%	146k	46.52	View chart
Tesla Motors Equities (TSLA)	0.6	$6.8M	+124%	26k	265.26	View chart
Ishares Tr Sh Tr Crport Etf Equities (IGSB)	0.6	$6.8M	+60%	137k	49.28	View chart
Johnson & Johnson Equities (JNJ)	0.6	$6.6M	-14%	40k	163.36	View chart
Vanguard Tax-Managed Intl Fd Msci Eafe E Equities (VEA)	0.6	$6.5M	-11%	179k	36.36	View chart
Berkshire Hathaway Cl B Equities (BRK.B)	0.6	$6.2M	+8%	23k	267.00	View chart
Vanguard Growth ETF Equities (VUG)	0.6	$6.0M	+10%	28k	213.95	View chart
Avantis Core Fixed Income ETF Equities (AVIG)	0.5	$5.5M	+116%	137k	40.48	View chart
PowerShares S&P 500 Low Volatility ETF Equities (SPLV)	0.5	$5.5M		95k	57.83	View chart
DFA International Core Equity Market ETF Equities (DFAI)	0.5	$5.4M	+26%	252k	21.57	View chart
Vanguard Global ex-US Real Estate ETF Equities (VNQI)	0.5	$5.2M	+154%	136k	38.16	View chart
iShares MSCI Emerging Mkts Index Equities (EEM)	0.5	$5.2M	-38%	149k	34.88	View chart
Kimberly Clark Equities (KMB)	0.5	$5.0M		45k	112.53	View chart
Vanguard Short Term Bond Index ETF Equities (BSV)	0.4	$4.6M	+122%	61k	74.82	View chart
Trinet Group Inc Com Usd0.000025 Equities (TNET)	0.4	$4.4M	-27%	62k	71.22	View chart
iShares Russell 1000 Index Equities (IWB)	0.4	$4.3M	+3%	22k	197.32	View chart
JPMorgan Chase & Co Equities (JPM)	0.4	$4.2M	-14%	41k	104.51	View chart
Intel Corp Equities (INTC)	0.4	$4.2M		164k	25.77	View chart
Abbvie Inc Com Usd0.01 Equities (ABBV)	0.4	$4.2M	-15%	31k	134.23	View chart
PIMCO Enhanced Short Maturity Active ETF Equities (MINT)	0.4	$4.2M	-21%	42k	98.86	View chart
Google Inc Class C Equities (GOOG)	0.4	$4.1M	+776%	43k	96.15	View chart
iShares Barclays 0-5 Year TIPS Equities (STIP)	0.4	$4.0M	+68%	42k	96.10	View chart
Cisco Systems Equities (CSCO)	0.4	$3.9M		98k	40.00	View chart
iShares Barclays TIPS Equities (TIP)	0.4	$3.9M	+94%	37k	104.91	View chart
DFA T.A World Ex US Core Equity Equities (DFAX)	0.3	$3.7M	+35%	194k	18.89	View chart
Procter & Gamble Equities (PG)	0.3	$3.6M	-4%	29k	126.25	View chart
American Water Works Equities (AWK)	0.3	$3.6M		28k	130.15	View chart
Omnicom Group Equities (OMC)	0.3	$3.5M	-6%	56k	63.10	View chart
iShares Russell 2000 Index Equities (IWM)	0.3	$3.4M		21k	164.92	View chart
iShares MSCI Core Emerging Markets Equities (IEMG)	0.3	$3.3M	+75%	77k	42.98	View chart
Vanguard Index REIT ETF Equities (VNQ)	0.3	$3.2M	+80%	40k	80.18	View chart
Vanguard Muni Bnd Tax Equities (VTEB)	0.3	$3.2M	-7%	66k	48.13	View chart
Dimensional Nationl Munpl Bnd Etf Equities (DFNM)	0.3	$3.1M	+3%	66k	46.65	View chart
Abbott Laboratories Equities (ABT)	0.3	$3.1M		32k	96.78	View chart
Zions Bancorp Equities (ZION)	0.3	$3.0M		58k	50.85	View chart
DFA T/M U.S. Targeted Value Equities (DFAT)	0.3	$2.9M	+101%	74k	38.96	View chart
Pepsico Equities (PEP)	0.3	$2.8M		17k	163.23	View chart
DFA Emerging Core Equity Market ETF Equities (DFAE)	0.3	$2.7M		137k	20.09	View chart
Lilly Eli & Co Equities (LLY)	0.2	$2.6M	-5%	8.0k	323.32	View chart
Vanguard MSCI Emerging Markets ETF Equities (VWO)	0.2	$2.5M	-27%	70k	36.48	View chart
iShares DJ Select Dividend Index Equities (DVY)	0.2	$2.5M	+42%	24k	107.20	View chart
Pfizer Equities (PFE)	0.2	$2.5M	-14%	58k	43.77	View chart
Qualcomm Equities (QCOM)	0.2	$2.4M	-4%	21k	112.98	View chart
Boeing Equities (BA)	0.2	$2.4M	+10%	20k	121.09	View chart
Vanguard Ultra-Short Bond ETF Equities (VUSB)	0.2	$2.4M	-38%	49k	48.96	View chart
DFA U.S. Core Equity Market ETF Equities (DFAU)	0.2	$2.3M	-52%	92k	25.15	View chart
iShares ESG MSCI USA ETF Equities (ESGU)	0.2	$2.3M		29k	79.41	View chart
Omeros Corp Equities (OMER)	0.2	$2.3M	+52%	717k	3.15	View chart
Amgen Equities (AMGN)	0.2	$2.2M	-7%	9.8k	225.42	View chart
Nike Equities (NKE)	0.2	$2.1M	-31%	25k	83.13	View chart
Chevron Corp Equities (CVX)	0.2	$2.1M		14k	143.68	View chart
Vanguard World Fd Esg Us Stk Etf Equities (ESGV)	0.2	$2.1M		33k	62.90	View chart
Berkshire Hathaway Equities (BRK.A)	0.2	$2.0M		5.00	406400.00	View chart
Global X MLP & Energy Infrastructure ETF Equities (MLPX)	0.2	$2.0M	-7%	52k	37.48	View chart
Bristol Myers SQuibb Equities (BMY)	0.2	$2.0M	-10%	28k	71.10	View chart
PowerShares QQQ Equities (QQQ)	0.2	$2.0M	+6%	7.3k	267.20	View chart
Smartsheet Inc Class A Equities (SMAR)	0.2	$1.9M		57k	34.36	View chart
Vanguard Index Fds Vanguard Small Cap Vi Equities (VB)	0.2	$1.9M	-8%	11k	170.88	View chart
iShares MSCI EAFE Index Equities (EFA)	0.2	$1.9M	+23%	33k	56.01	View chart
Novo-Nordisk Equities (NVO)	0.2	$1.8M	-2%	18k	99.61	View chart
iShares Core MSCI EAFE Equities (IEFA)	0.2	$1.8M	+39%	34k	52.66	View chart
Ups Equities (UPS)	0.2	$1.7M	-27%	11k	161.56	View chart
Bank Of America Equities (BAC)	0.2	$1.7M	-8%	58k	30.21	View chart
Avantis Short-Term Fixed Income ETF Equities (AVSF)	0.2	$1.7M	+138%	38k	45.63	View chart
Amern Tower Cor Equities (AMT)	0.2	$1.7M		8.1k	214.65	View chart
Facebook Equities (META)	0.2	$1.7M	-20%	13k	135.71	View chart
DFA T/M Intl. Value Equities (DFIV)	0.2	$1.7M	+160%	66k	25.75	View chart
Unitedhealth Group Equities (UNH)	0.2	$1.7M	-10%	3.3k	505.25	View chart
iShares Russell 1000 Value Index Equities (IWD)	0.2	$1.7M	+2%	12k	135.95	View chart
iShares S&P Short Term Natl AMT Equities (SUB)	0.2	$1.6M	+46%	16k	102.65	View chart
Washington Federal Equities (WAFD)	0.2	$1.6M		54k	29.97	View chart
Oracle Equities (ORCL)	0.2	$1.6M		26k	61.07	View chart
Wells Fargo & Co Equities (WFC)	0.1	$1.6M		40k	40.21	View chart
Starwood Ppty Tr Equities (STWD)	0.1	$1.6M	+3%	87k	18.22	View chart
iShares ESG Aware MSCI EAFE ETF Equities (ESGD)	0.1	$1.5M		27k	56.13	View chart
Broadcom Equities (AVGO)	0.1	$1.5M	-24%	3.4k	443.92	View chart
Home Depot Equities (HD)	0.1	$1.5M	+5%	5.3k	276.00	View chart
iShares iBoxx $ Investment Grade Corp Bond Index Equities (LQD)	0.1	$1.4M	+47%	14k	102.44	View chart
SPDR Gold Trust Equities (GLD)	0.1	$1.4M	-27%	9.1k	154.71	View chart
Vanguard Russell 1000 Growth ETF Equities (VONG)	0.1	$1.4M	+76%	26k	54.21	View chart
Gilead Sciences Equities (GILD)	0.1	$1.3M	-39%	22k	61.69	View chart
iShares S&P Preferred Stock Index Equities (PFF)	0.1	$1.3M		42k	31.66	View chart
Merck & Co Equities (MRK)	0.1	$1.3M	-42%	15k	86.13	View chart
SPDR Dow Jones Industrial Average Equities (DIA)	0.1	$1.3M	+2%	4.5k	287.35	View chart
Automatic Data Processing Equities (ADP)	0.1	$1.3M	-3%	5.7k	226.12	View chart
Brookfield Asset Mgmt Equities	0.1	$1.3M	-27%	31k	40.88	View chart
McDonalds Corp Equities (MCD)	0.1	$1.2M	-20%	5.4k	230.68	View chart
iShares MSCI EAFE Small Cap Index Equities (SCZ)	0.1	$1.2M	+7%	25k	48.77	View chart
Avantis US Small Cap Equity ETF Equities (AVSC)	0.1	$1.2M	+84%	31k	39.57	View chart
Vanguard Value ETF Equities (VTV)	0.1	$1.2M	-35%	9.8k	123.51	View chart
iShares Russell 2000 Value Index Fund Equities (IWN)	0.1	$1.1M	+24%	8.8k	128.91	View chart
Avantis Real Estate Etf Equities (AVRE)	0.1	$1.1M	-27%	28k	39.01	View chart
VanguardTotal Bond Market EFT Equities (BND)	0.1	$1.1M	+200%	15k	71.32	View chart
iShares DJ US Real Estate Index Equities (IYR)	0.1	$1.1M	+111%	14k	81.45	View chart
WisdomTree International SmallCp Div ETF Equities (DLS)	0.1	$1.1M		21k	51.44	View chart
Astrazeneca Equities (AZN)	0.1	$1.1M	-4%	19k	54.86	View chart
Vanguard Small Cap Value Index Equities (VBR)	0.1	$1.1M	-11%	7.3k	143.36	View chart
Vanguard Financials ETF Equities (VFH)	0.1	$1.0M	-41%	14k	74.41	View chart
General Mills Equities (GIS)	0.1	$1.0M		14k	76.59	View chart
DFA International Small Cap Value ETF Equities (DISV)	0.1	$1.0M	-31%	56k	18.56	View chart
iShares ESG U.S. Aggregate Bond ETF Equities (EAGG)	0.1	$1.0M	+8%	22k	46.42	View chart
Dimensional International Core Eq 2 ETF Equities (DFIC)	0.1	$975k	-40%	51k	19.15	View chart
iShares S&P Aggressive Allocation Equities (AOA)	0.1	$965k	-15%	17k	55.48	View chart
iShares Core U.S. Value ETF Equities (IUSV)	0.1	$960k	NEW	15k	62.62	View chart
iShares International Developed Property Equities (WPS)	0.1	$956k	+97%	39k	24.83	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Equities (SUSB)	0.1	$949k	+183%	40k	23.50	View chart
Lockheed Martin Equities (LMT)	0.1	$949k	+272%	2.5k	386.24	View chart
Verizon Communications Equities (VZ)	0.1	$940k	+19%	25k	37.98	View chart
Caterpillar Equities (CAT)	0.1	$920k	+3%	5.6k	164.05	View chart
Weyerhaeuser Equities (WY)	0.1	$894k		31k	28.55	View chart
Agilent Tech Equities (A)	0.1	$884k		7.3k	121.58	View chart
Colgate-Palmolive Equities (CL)	0.1	$864k	-3%	12k	70.23	View chart
Health Care Select Sector SPDR ETF Equities (XLV)	0.1	$859k	-17%	7.1k	121.12	View chart
Genuine Parts Equities (GPC)	0.1	$859k	-47%	5.8k	149.26	View chart
Cme Group Inc Cl A Equities (CME)	0.1	$844k	-31%	4.8k	177.05	View chart
SPDR S&P Midcap 400 Index Equities (MDY)	0.1	$842k	NEW	2.1k	401.53	View chart
Infospace Inc Com Par $.0001 Equities (INSP)	0.1	$832k		4.7k	177.32	View chart
Vanguard Russell 1000 Value ETF Equities (VONV)	0.1	$814k	+18%	14k	59.71	View chart
American Airlines Group Equities (AAL)	0.1	$812k		67k	12.05	View chart
Avantis Responsbl Intrl Eqty Etf Equities (AVSD)	0.1	$800k	+18%	20k	40.36	View chart
Avantis Responsibl Us Equity Etf Equities (AVSU)	0.1	$794k	-2%	19k	42.49	View chart
Ares Capital Corp Com Stk Usd0.001 Equities (ARCC)	0.1	$780k	-3%	46k	16.89	View chart
SPDR S&P Dividend ETF Equities (SDY)	0.1	$759k	+269%	6.8k	111.50	View chart
Texas Instruments Equities (TXN)	0.1	$754k	-45%	4.9k	154.83	View chart
Raytheon Technologies Ord Equities (PGNY)	0.1	$746k	NEW	9.1k	81.83	View chart
Vanguard Intermediate Term Bond Index Equities (BIV)	0.1	$737k	-4%	10k	73.50	View chart
Glaxosmithkline Equities (GSK)	0.1	$734k	NEW	25k	29.43	View chart
Upwork Equities (UPWK)	0.1	$723k		53k	13.62	View chart
Coca-Cola Company Equities (KO)	0.1	$723k	-41%	13k	56.05	View chart
Avantis U S Large Cap Value Etf Equities (AVLV)	0.1	$706k	-3%	16k	44.41	View chart
Nutrien Equities (NTR)	0.1	$686k	-14%	8.2k	83.32	View chart
Allstate Corp Equities (ALL)	0.1	$673k		5.4k	124.58	View chart
iShares S&P Midcap 400 Index Equities (IJH)	0.1	$667k	-18%	3.0k	219.19	View chart
Visa Equities (V)	0.1	$665k	-26%	3.7k	177.62	View chart
Fortress Biotech Equities	0.1	$656k	-2%	762k	0.86	View chart
Digital Rlty Tr Equities (DLR)	0.1	$650k		6.6k	99.12	View chart
Interpublic Group Equities (IPG)	0.1	$646k	-42%	25k	25.62	View chart
Vanguard Intl Equity Index MSCI Pacific Equities (VPL)	0.1	$637k		11k	57.44	View chart
Avantis Emerging Markets Value ETF Equities (AVES)	0.1	$635k	-20%	17k	37.43	View chart
Cardinal Health Equities (CAH)	0.1	$635k	-49%	9.5k	66.73	View chart
Equinor Asa Equities (EQNR)	0.1	$634k	-3%	19k	33.11	View chart
Thermo Fisher Scientific Equities (TMO)	0.1	$620k	-7%	1.2k	507.37	View chart
Shell Adr Each Rep 2 Ord Wi Equities (SHEL)	0.1	$616k	-5%	12k	49.79	View chart
Salesforce.Com Equities (CRM)	0.1	$610k	-10%	4.2k	143.73	View chart
Vanguard Information Technology ETF Equities (VGT)	0.1	$593k	-87%	1.9k	307.25	View chart
Dimensional Short-Duration Fixed Inc ETF Equities (DFSD)	0.1	$584k	+116%	13k	46.02	View chart
Nisource Equities (NI)	0.1	$581k		23k	25.19	View chart
Walt Disney Equities (DIS)	0.1	$580k	-39%	6.2k	94.25	View chart
Advanced Micro Devices Equities (AMD)	0.1	$572k	-2%	9.0k	63.36	View chart
Bank Of Ny Mellon Cp Equities (BK)	0.1	$571k	-30%	15k	38.54	View chart
Lam Research Corp Equities (LRCX)	0.1	$569k	-3%	1.6k	366.15	View chart
Vanguard Total International ETF Equities (VXUS)	0.1	$568k	+18%	12k	45.77	View chart
PIMCO Enhanced Low Duration Active ETF Equities (LDUR)	0.1	$565k	-28%	6.0k	94.75	View chart
iShares MSCI EAFE Value Index Equities (EFV)	0.1	$550k	NEW	14k	38.50	View chart
Kla-Tencor Corp Equities (KLAC)	0.1	$546k	-3%	1.8k	302.83	View chart
At&t Equities (T)	0.1	$542k	+54%	35k	15.34	View chart
iShares ESG MSCI USA Small-Cap ETF Equities (ESML)	0.1	$542k	+64%	18k	30.68	View chart
Consumer Discretionary Select Sector SPDR ETF Equities (XLY)	0.0	$529k	-63%	3.7k	142.40	View chart
Keycorp Equities (KEY)	0.0	$526k	-40%	33k	16.01	View chart
Target Corporation Equities (TGT)	0.0	$524k	-8%	3.5k	148.44	View chart
Sector Spdr Tr Shs Ben Int Technology Equities (XLK)	0.0	$523k	-68%	4.4k	118.73	View chart
Eversource Energy Equities (ES)	0.0	$513k		6.6k	77.89	View chart
Owl Rock Capital Ord Equities (OBDC)	0.0	$508k	-7%	49k	10.37	View chart
Medtronic Equities (MDT)	0.0	$507k		6.3k	80.71	View chart
Vanguard Russell 2000 ETF Equities (VTWO)	0.0	$496k	-14%	7.4k	66.62	View chart
Monster Beverage Corp Equities (MNST)	0.0	$493k	-3%	5.7k	87.01	View chart
iShares Global REIT Equities (REET)	0.0	$491k	+14%	23k	21.27	View chart
iShares S&P Growth Allocation Equities (AOR)	0.0	$479k	-56%	11k	44.78	View chart
Deere & Co Equities (DE)	0.0	$470k	-10%	1.4k	334.28	View chart
Vanguard Index Fds Vanguard Large Cap Vi Equities (VV)	0.0	$468k	+36%	2.9k	163.46	View chart
Taiwan Semiconductor Equities (TSM)	0.0	$461k	-10%	6.7k	68.51	View chart
Dimensional Emerging Markets Cr Eq 2 ETF Equities (DFEM)	0.0	$459k	-48%	23k	20.43	View chart
CVS Caremark Equities (CVS)	0.0	$453k	+4%	4.7k	95.41	View chart
Old Republic Intl Equities (ORI)	0.0	$452k	-51%	22k	20.93	View chart
iShares Russell 3000 Index Equities (IWV)	0.0	$452k	NEW	2.2k	207.24	View chart
Wal-Mart Stores Equities (WMT)	0.0	$450k	-30%	3.5k	129.76	View chart
Netapp Equities (NTAP)	0.0	$450k	-48%	7.3k	61.80	View chart
Mastercard Equities (MA)	0.0	$447k	-15%	1.6k	284.35	View chart
iShares Russell Midcap Index Equities (IWR)	0.0	$446k		7.2k	62.16	View chart
Everest Re Group Equities (EG)	0.0	$442k	-55%	1.7k	262.16	View chart
EOG Resources Equities (EOG)	0.0	$441k	-7%	4.0k	111.65	View chart
3M Equities (MMM)	0.0	$435k	-2%	3.9k	110.52	View chart
Schwab US Large Cap ETF Equities (SCHX)	0.0	$431k	NEW	10k	42.36	View chart
Vanguard Index Fds Midcap Growth Index V Equities (VOT)	0.0	$426k	NEW	2.5k	170.54	View chart
Alps Etf Tr Equities (AMLP)	0.0	$426k	+20%	12k	36.58	View chart
Total Sa Equities (TTE)	0.0	$424k	-4%	9.1k	46.56	View chart
Sector SPDR Industrial Equities (XLI)	0.0	$419k	-73%	5.1k	82.90	View chart
Purple Innovation Equities (PRPL)	0.0	$419k		104k	4.05	View chart
iShares MSCI EAFE Growth Index Equities (EFG)	0.0	$417k		5.7k	72.58	View chart
Nordstrom Equities (JWN)	0.0	$416k		25k	16.72	View chart
Avantis Responsible Emer Mrk Eqy Etf Equities (AVSE)	0.0	$416k		11k	38.77	View chart
Jefferies Group Equities (JEF)	0.0	$416k		14k	29.48	View chart
Danaher Corp Equities (DHR)	0.0	$407k	-27%	1.6k	258.58	View chart
iShares UST S&P Smallcap 600 Index Equities (IJR)	0.0	$406k	NEW	4.7k	87.09	View chart
Exxon Mobil Equities (XOM)	0.0	$401k	-29%	4.6k	87.23	View chart
Bce Equities (BCE)	0.0	$394k		9.4k	41.95	View chart
Blackrock Equities (BLK)	0.0	$389k		706.00	550.99	View chart
Eastman Chem Equities (EMN)	0.0	$385k		5.4k	71.06	View chart
Magellan Midstream Partners Equities	0.0	$380k		8.0k	47.50	View chart
CSX Corp Equities (CSX)	0.0	$373k	-2%	14k	26.65	View chart
Republic Services Equities (RSG)	0.0	$373k	-3%	2.7k	136.18	View chart
Ibm Equities (IBM)	0.0	$373k		3.1k	118.94	View chart
Crown Hldgs Equities (CCK)	0.0	$370k		4.6k	81.02	View chart
Goldman Sachs Equities (GS)	0.0	$364k	-9%	1.2k	293.08	View chart
Molina Healthcare Equities (MOH)	0.0	$364k		1.1k	329.71	View chart
Nvidia Corp Equities (NVDA)	0.0	$362k	-28%	3.0k	121.48	View chart
SPDR Nuveen Barclays ST Muni. Bond ETF Equities (SHM)	0.0	$361k	-23%	7.8k	46.14	View chart
Whirlpool Corp Equities (WHR)	0.0	$360k		2.7k	134.68	View chart
Citizens Finl Group Equities (CFG)	0.0	$358k	-8%	10k	34.39	View chart
Regions Finl Corp Equities (RF)	0.0	$357k		18k	20.08	View chart
Morgan Stanley Equities (MS)	0.0	$349k	-27%	4.4k	78.94	View chart
Vanguard Index Fds Vanguard Mid Cap Vipe Equities (VO)	0.0	$348k	+19%	1.9k	188.11	View chart
Mettler-Toledo Intl Equities (MTD)	0.0	$334k	-9%	308.00	1084.42	View chart
Alaska Air Group Equities (ALK)	0.0	$326k	-16%	8.3k	39.15	View chart
Warner Bros Discovery Equities (WBD)	0.0	$326k		28k	11.51	View chart
iShares ESG Aware MSCI EM ETF Equities (ESGE)	0.0	$324k		12k	27.68	View chart
Amcor Plc Com Usd0.01 Equities (AMCR)	0.0	$315k		29k	10.73	View chart
PNC Finl Services Group Equities (PNC)	0.0	$311k	-16%	2.1k	149.45	View chart
Ssga Active Etf Tr Global Allocation Etf Equities (GAL)	0.0	$306k		8.5k	35.96	View chart
Vanguard Russell 2000 Value ETF Equities (VTWV)	0.0	$303k	-65%	2.7k	113.36	View chart
Paypal Hldgs Equities (PYPL)	0.0	$300k	-13%	3.5k	86.11	View chart
Walgreen Boots Alliance Equities (WBA)	0.0	$289k	-58%	9.2k	31.38	View chart
Global X MLP ETF Equities (MLPA)	0.0	$288k		7.3k	39.38	View chart
Baxter International Equities (BAX)	0.0	$288k	-2%	5.3k	53.88	View chart
Rydex S&P 500 Equal Weight Equities (RSP)	0.0	$287k	-12%	2.3k	127.39	View chart
Brown Forman Corp Cl B Non Vtg Equities (BF.B)	0.0	$286k		4.3k	66.54	View chart
Portland General Elec Equities (POR)	0.0	$284k		6.5k	43.48	View chart
Comcast Corp Equities (CMCSA)	0.0	$284k	+2%	9.7k	29.37	View chart
Oneok Equities (OKE)	0.0	$283k		5.5k	51.21	View chart
iShares MSCI ACWI ex US ETF Equities (ACWX)	0.0	$283k		7.1k	40.07	View chart
Union Pacific Corp Equities (UNP)	0.0	$282k	-7%	1.4k	194.89	View chart
ConocoPhillips Equities (COP)	0.0	$281k	-19%	2.7k	102.37	View chart
Hershey Company Equities (HSY)	0.0	$279k	-14%	1.3k	220.21	View chart
Kroger Equities (KR)	0.0	$277k	-5%	6.3k	43.77	View chart
Zoom video communications-A Equities (ZM)	0.0	$276k	-5%	3.7k	73.70	View chart
Anthem Equities (ELV)	0.0	$276k	-8%	608.00	453.95	View chart
Accenture Equities (ACN)	0.0	$275k	-18%	1.1k	257.25	View chart
Elements Rogers Intl Commodity Etn Equities	0.0	$269k		34k	7.85	View chart
iShares Global Clean Energy Equities (ICLN)	0.0	$268k	NEW	14k	19.10	View chart
Ford Motor Company Equities (F)	0.0	$267k	+66%	24k	11.21	View chart
Credit Acceptance Corporation Equities (CACC)	0.0	$266k		608.00	437.50	View chart
Adobe Systems Equities (ADBE)	0.0	$265k	-9%	962.00	275.47	View chart
Nextera Energy Equities (NEE)	0.0	$261k	-11%	3.3k	78.38	View chart
Linde Equities	0.0	$259k	-10%	960.00	269.79	View chart
Palantir Technologies Inc Ordinary Shares - Class Equities (PLTR)	0.0	$259k		32k	8.14	View chart
Arlington Asset Investment Corp Cl A Equities (AI)	0.0	$258k		21k	12.51	View chart
Fidelity Msci Information Technology Ind Equities (FTEC)	0.0	$255k	+26%	2.8k	91.10	View chart
S&p Global Equities (SPGI)	0.0	$252k	-2%	824.00	305.83	View chart
Chubb Equities (CB)	0.0	$251k	-20%	1.4k	181.62	View chart
S Y Bancorp Equities (SYBT)	0.0	$249k		3.7k	68.01	View chart
Netflix Equities (NFLX)	0.0	$248k	-52%	1.1k	235.07	View chart
iShares Floating Rate Bond Etf Equities (FLOT)	0.0	$247k		4.9k	50.26	View chart
Campbell Soup Equities (CPB)	0.0	$247k	NEW	5.2k	47.16	View chart
Alibaba Group Hldg Equities (BABA)	0.0	$246k	-26%	3.1k	80.08	View chart
Activision Blizzard Equities	0.0	$245k	-2%	3.3k	74.20	View chart
Air Products & Chemicals Equities (APD)	0.0	$244k		1.0k	233.05	View chart
iShares DJ Finl Sector Index Equities (IYF)	0.0	$243k	-50%	3.6k	67.50	View chart
Alerian Energy Infrastructure ETF Equities (ENFR)	0.0	$241k	-4%	12k	19.70	View chart
Vanguard Total International Bond ETF Equities (BNDX)	0.0	$241k	NEW	5.1k	47.68	View chart
iShares S&P 500 Value Equities (IVE)	0.0	$241k	NEW	1.9k	128.46	View chart
Vanguard FTSE All-World ex-US Sm-Cp ETF Equities (VSS)	0.0	$238k	+7%	2.6k	92.79	View chart
Yum Brands Equities (YUM)	0.0	$236k	-3%	2.2k	106.21	View chart
Airbnb Equities (ABNB)	0.0	$236k	-96%	2.2k	105.22	View chart
British American Tobacco Equities (BTI)	0.0	$235k	NEW	6.6k	35.56	View chart
Highwoods Pptys Equities (HIW)	0.0	$234k	-48%	8.7k	26.91	View chart
Sysco Corp Equities (SYY)	0.0	$233k	-10%	3.3k	70.82	View chart
UBS ETRACS BgCstMtCdy Equities (UCIB)	0.0	$233k	NEW	10k	22.69	View chart
Crown Castle Intl Corp Equities (CCI)	0.0	$232k	-9%	1.6k	144.46	View chart
Cummins Equities (CMI)	0.0	$227k	-4%	1.1k	203.95	View chart
Lamar Advertising Equities (LAMR)	0.0	$223k	-41%	2.7k	82.38	View chart
General Dynamics Equities (GD)	0.0	$222k	-28%	1.0k	212.24	View chart
Newmont Mining Corp Equities (NEM)	0.0	$220k	-20%	5.2k	42.05	View chart
Lowes Companies Equities (LOW)	0.0	$219k	-40%	1.2k	187.50	View chart
Vanguard Telecommun Svcs Equities (VOX)	0.0	$216k	-56%	2.6k	82.38	View chart
Conagra Foods Equities (CAG)	0.0	$213k	-2%	6.5k	32.58	View chart
DFA Emerging Markets Value ETF Equities (DFEV)	0.0	$213k	-52%	10k	20.55	View chart
American Express Company Equities (AXP)	0.0	$213k	-19%	1.6k	135.24	View chart
Prologis TRUST Equities (PLD)	0.0	$211k	-18%	2.1k	101.49	View chart
Globe Life Ord Equities (GL)	0.0	$208k	NEW	2.1k	99.90	View chart
Ishares Russell Midcap Equities (IWS)	0.0	$207k		2.2k	96.06	View chart
Paysafe Ord Equities	0.0	$207k		150k	1.38	View chart
Carrier Global Corp-Wi Equities (CARR)	0.0	$204k	-15%	5.7k	35.53	View chart
SPDR S&P Emerging Asia Pacific ETF Equities (GMF)	0.0	$204k	-54%	2.3k	89.75	View chart
Discover Financial Services Equities (DFS)	0.0	$202k	-8%	2.2k	90.79	View chart
Marriott Intl Inc Cl A Equities (MAR)	0.0	$201k	-4%	1.4k	140.07	View chart
Clorox Equities (CLX)	0.0	$201k	NEW	1.6k	128.43	View chart
Nuveen Municipal Value Fund Equities (NUV)	0.0	$198k	NEW	23k	8.46	View chart
Haleon Adr Rep 2 Ord Wi Equities (HLN)	0.0	$190k	NEW	31k	6.09	View chart
New York Mortgage Trust Equities	0.0	$183k	NEW	78k	2.35	View chart
Sana Biotechnology Equities (SANA)	0.0	$172k	-46%	29k	6.00	View chart
Nanostring Technologies Equities (NSTGQ)	0.0	$164k		13k	12.76	View chart
JetBlue Airways Equities (JBLU)	0.0	$133k		20k	6.65	View chart
Hawaiian Holdings Equities	0.0	$132k	NEW	10k	13.18	View chart
Industrial Logistics Propert Equities (ILPT)	0.0	$130k	NEW	24k	5.51	View chart
Immunitybio Ord Equities (IBRX)	0.0	$117k	NEW	24k	4.95	View chart
Artius Acquisition Equities (ORGN)	0.0	$111k		22k	5.14	View chart
Leafly Holdings Ord Equities	0.0	$82k	NEW	121k	0.68	View chart
Aegon Nv Equities	0.0	$60k	-12%	15k	3.99	View chart
Diana Shipping Equities (DSX)	0.0	$56k	+4%	16k	3.59	View chart
Outbrain Equities (OB)	0.0	$51k		14k	3.67	View chart
Nuveen Senior Income Equities	0.0	$49k		10k	4.70	View chart
Biodesix Ord Equities (BDSX)	0.0	$20k		16k	1.29	View chart
AquaBounty Technologies Equities	0.0	$20k	NEW	25k	0.80	View chart
Oceanpal Equities	0.0	$9.0k	+2%	28k	0.32	View chart
Enjoy Technology Ord Equities	0.0	$2.0k	NEW	100k	0.02	View chart

Past Filings by CPWM

SEC 13F filings are viewable for CPWM going back to 2016

CPWM 2022 Q3 filed Nov. 14, 2022
CPWM 2022 Q2 filed Aug. 12, 2022
CPWM 2022 Q1 filed May 13, 2022
CPWM 2021 Q4 filed Feb. 14, 2022
CPWM 2021 Q3 filed Nov. 12, 2021
CPWM 2021 Q2 filed Aug. 13, 2021
CPWM 2021 Q1 filed May 14, 2021
CPWM 2020 Q4 filed Feb. 12, 2021
CPWM 2020 Q3 filed Nov. 13, 2020
CPWM 2020 Q2 filed Aug. 13, 2020
CPWM 2020 Q1 filed May 11, 2020
CPWM 2019 Q4 filed Feb. 12, 2020
CPWM 2019 Q3 filed Nov. 13, 2019
CPWM 2019 Q2 filed Aug. 2, 2019
CPWM 2019 Q1 filed May 6, 2019
CPWM 2018 Q4 filed Feb. 8, 2019

View all past filings

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