CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$25.2M
3
+$6.64M
4
CRM icon
Salesforce
CRM
+$6.26M
5
CB icon
Chubb
CB
+$5.88M

Top Sells

1
+$7.01M
2
+$6.18M
3
+$5.39M
4
AIG icon
American International
AIG
+$4.22M
5
CSCO icon
Cisco
CSCO
+$4.21M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.02%
+2,488
227
$224K 0.02%
+590
228
$222K 0.02%
12,739
229
$218K 0.02%
+1,644
230
$201K 0.02%
+1,105
231
$201K 0.02%
693
232
$100K 0.01%
1,563
233
– –
-4,917
234
– –
-2,042
235
– –
-3,950
236
– –
-4,592
237
– –
-3,273
238
– –
-78,661
239
– –
-131,854
240
– –
-7,278
241
– –
-257,224
242
– –
-1,500
243
– –
-3,650
6 7 8 9
10