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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$364K 0.03%
1,205
-134
227
$364K 0.03%
+2,659
228
$362K 0.03%
1,991
-132
229
$349K 0.03%
5,317
230
$347K 0.03%
3,451
-43,809
231
$338K 0.03%
+15,081
232
$335K 0.03%
1,817
+646
233
$334K 0.03%
2,572
+440
234
$332K 0.02%
466
235
$331K 0.02%
2,523
-300
236
$331K 0.02%
1,444
-14
237
$328K 0.02%
5,904
-3,370
238
$323K 0.02%
1,293
+34
239
$323K 0.02%
15,875
240
$318K 0.02%
6,055
-1,015
241
$307K 0.02%
2,493
242
$307K 0.02%
4,296
243
$302K 0.02%
+1,189
244
$300K 0.02%
+5,363
245
$296K 0.02%
1,442
246
$282K 0.02%
2,669
247
$282K 0.02%
15,809
-7,136
248
$277K 0.02%
374
+19
249
$276K 0.02%
819
+52
250
$271K 0.02%
2,325
-78
8 9
10
11 12