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
$1.95B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$10.3M
3
+$8.66M
4
SNOW icon
Snowflake
SNOW
+$8.18M
5
MSFT icon
Microsoft
MSFT
+$6.61M

Top Sells

1
+$14.7M
2
+$9.33M
3
+$9.25M
4
DXCM icon
DexCom
DXCM
+$7.52M
5
LULU icon
lululemon athletica
LULU
+$6.96M

Sector Composition

1 Technology 24.69%
2 Consumer Discretionary 7.29%
3 Financials 7.21%
4 Healthcare 7.16%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.01%
8,156
-44
227
$286K 0.01%
2,091
228
$285K 0.01%
2,470
-83
229
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230
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1,022
-25,637
231
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6,324
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232
$257K 0.01%
+1,568
233
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234
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1,274
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235
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1,400
236
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+4,720
237
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6,000
238
$237K 0.01%
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239
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240
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241
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3,458
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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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211,700
247
$45.2K ﹤0.01%
20,000
+10,000
248
$7.6K ﹤0.01%
667
249
– –
-3,150
250
– –
-1,014
7 8 9
10
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