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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$260K 0.02%
867
-3,307
227
$259K 0.02%
1,001
228
$258K 0.02%
1,355
-223
229
$253K 0.02%
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-1,106
230
$250K 0.02%
5,085
-148
231
$243K 0.02%
1,360
232
$241K 0.02%
3,166
-1,649
233
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4,688
-294
234
$226K 0.01%
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235
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1,692
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236
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237
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238
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239
$216K 0.01%
788
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240
$207K 0.01%
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241
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242
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243
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244
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11,749
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245
$172K 0.01%
29,748
246
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10,475
-5,400
247
$80.4K 0.01%
12,729
+313
248
$45K ﹤0.01%
10,000
249
$32K ﹤0.01%
667
-2,333
250
– –
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10
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