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
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Ltd
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.02%
5,858
-626
227
$244K 0.02%
4,864
-66,507
228
$243K 0.02%
7,392
-1,218
229
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1,442
230
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15,875
231
$237K 0.02%
777
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232
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2,526
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233
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234
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1,530
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4,296
236
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237
$227K 0.02%
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238
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4,515
239
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2,669
240
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241
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242
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243
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244
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245
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246
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18,800
247
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13,632
-6,612
248
$4K ﹤0.01%
10,000
249
– –
-10,013
250
– –
-1,753
7 8 9
10
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