CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$7.69M
2 +$6.44M
3 +$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1 +$6.87M
2 +$4.98M
3 +$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-907