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
$1.87B
AUM Growth
+$95.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$10.2M
4
MRVL icon
Marvell Technology
MRVL
+$9.33M
5
EMR icon
Emerson Electric
EMR
+$9.1M

Top Sells

1
+$12.2M
2
+$9.13M
3
+$9.03M
4
AMD icon
Advanced Micro Devices
AMD
+$8.73M
5
DAL icon
Delta Air Lines
DAL
+$8.7M

Sector Composition

1 Technology 25.59%
2 Healthcare 7.81%
3 Consumer Discretionary 7.36%
4 Financials 6.79%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.01%
+1,400
227
$235K 0.01%
1,014
+13
228
$231K 0.01%
5,903
-5,300
229
$230K 0.01%
1,400
230
$224K 0.01%
1,398
-280
231
$215K 0.01%
1,296
-292
232
$214K 0.01%
3,679
233
$214K 0.01%
2,091
-354
234
$212K 0.01%
8,181
-2,721
235
$206K 0.01%
3,248
-424
236
$204K 0.01%
29,748
237
$204K 0.01%
+6,000
238
$202K 0.01%
+781
239
$174K 0.01%
+211,700
240
$23.3K ﹤0.01%
10,000
241
$12.8K ﹤0.01%
667
242
– –
-1,486
243
– –
-48,378
244
– –
0
245
– –
-10,837
246
– –
-181,780
247
– –
-3,345
248
– –
-1,604
249
– –
-7,960
250
– –
-62,632
7 8 9
10
11