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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.5M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$10.5M
5
SHW icon
Sherwin-Williams
SHW
+$9.63M

Top Sells

1
+$11.6M
2
+$10.9M
3
+$10.1M
4
DHR icon
Danaher
DHR
+$9.32M
5
AMD icon
Advanced Micro Devices
AMD
+$7.82M

Sector Composition

1 Technology 23.46%
2 Healthcare 8.33%
3 Consumer Discretionary 7.75%
4 Financials 7.5%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.01%
2,673
227
$237K 0.01%
1,400
-645
228
$235K 0.01%
2,075
-2,310
229
$232K 0.01%
3,672
-1,016
230
$224K 0.01%
2,647
231
$224K 0.01%
1,362
-172
232
$224K 0.01%
1,612
-80
233
$217K 0.01%
2,445
-319
234
$216K 0.01%
1,486
235
$216K 0.01%
1,001
236
$216K 0.01%
+1,500
237
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3,679
238
$214K 0.01%
1,604
239
$212K 0.01%
12,052
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240
$211K 0.01%
1,107
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241
$208K 0.01%
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242
$205K 0.01%
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243
$204K 0.01%
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244
$203K 0.01%
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245
$203K 0.01%
9,469
246
$194K 0.01%
29,748
247
$162K 0.01%
10,475
248
$84.4K ﹤0.01%
13,393
+664
249
$34.4K ﹤0.01%
10,000
250
$23.8K ﹤0.01%
667
7 8 9
10
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