CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
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
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

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
– –
-78,661
234
– –
-131,854
235
– –
-7,278
236
– –
-257,224
237
– –
-1,500
238
– –
-3,650
239
– –
-4,917
240
– –
-2,042
241
– –
-3,950
242
– –
-4,592
243
– –
-3,273
6 7 8 9
10