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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$354K 0.03%
1,766
227
$353K 0.03%
+577
228
$352K 0.03%
7,120
-360
229
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+1,008
230
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231
$342K 0.03%
10,000
232
$341K 0.03%
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233
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234
$335K 0.03%
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235
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236
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1,442
-1,575
237
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4,053
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238
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15,875
-12,739
239
$330K 0.03%
702
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2,741
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241
$323K 0.03%
466
242
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243
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244
$311K 0.02%
387
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245
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2,654
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246
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247
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5,002
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248
$300K 0.02%
4,296
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249
$299K 0.02%
6,095
-305
250
$298K 0.02%
4,640
7 8 9
10
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