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CWM

CWM is an investment advisor in Omaha with $15.21B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
274011107
SEC advisor number
801-72037
FINRA CRD number
155344
AUM ?
$15.21B (as of 5 Oct 21)
Accounts
71,152 (as of 5 Oct 21)
Employees
854 (250 investment advisory or research)
Address
CWM
DODGE PLAZA, FIRST FLOOR
13321 CALIFORNIA STREET
OMAHA
NE 68154
Phone
888-321-0808

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 2997 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$727.71M 1.69M
$639.99M 6.5M
$572.36M 21.52M
$495.47M 9.26M
$402.92M 3.84M
$311.45M 1.8M
$294.06M 5.68M
$257.01M 4.69M
$246.16M 3.29M
$240.52M 5.33M
$196.77M 3.59M
$176.5M 1.33M
$161.67M 1.43M
$149.82M 5M
$145.84M 411.47K
$135.29M 1.84M
$123.92M 1.6M
$119.65M 441.66K
$119.24M 1.11M
$116.82M 1.15M
$111.18M 3.22M
$97.8M 1.8M
$96.22M 224.77K
$96.01M 1.77M
$93.62M 1.29M
$93.44M 810.22K
$91.63M 3.05M
$89.78M 655.51K
$88.55M 308.74K
$87.15M 597.1K
$87.09M 589.85K
$86.62M 780.64K
$80.85M 2.78M
$76.55M 707.27K
$75.05M 21.82K
$69.77M 2.28M
$63.57M 158.75K
$62.39M 2.4M
$61.49M 618.81K
$57.36M 1.11M
Strategy SHS
$55.66M 1.66M
$54.67M 1.82M
$50.3M 215.12K
$49.77M 988.77K
$49.54M 487.1K
$48.25M 849.86K
$46.58M 19.08K
$45.79M 164.74K
$44.75M 844.86K
$43.56M 556.94K
Holdings list only includes long positions. Only includes long positions.

Calendar

21 Oct 21
11 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings