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⚲
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| CWM LLC
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|
|---|---|
| CRD # | 155344 |
| SEC # | 801-72037 |
| CIK # | 0001535847 |
| AUM | $19.9 BB (2023-03-31) |
| Employees | 990 (28% Investors, 26% Brokers) |
| Phone | 402-330-0808 |
| Address | 14600 Branch St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001535847 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29,106 | 7.1 |
| (b) Individuals (high net worth individuals) | 4,956 | 9.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 51 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 317 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 91,568 | 18.8 |
| By Discretionary | ||
| Discretionary | 91,534 | 18.8 |
| Non-Discretionary | 34 | 0.0 |
| Total | 91,568 | 18.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.8 | |
| Total | 91,568 | 18.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001535847] |
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|---|---|---|
|
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✚
|
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|
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C Worldwide Asset Management Fondsmaeglerselskab A/S
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Davis Selected Advisers LP
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Burgundy Asset Management Ltd
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18.2 |