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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$592K 0.02%
13,270
227
$591K 0.02%
2,189
+1,367
228
$579K 0.02%
8,237
-605
229
$571K 0.02%
5,367
-92
230
$565K 0.02%
1,313
-184
231
$563K 0.02%
+21,300
232
$558K 0.02%
10,154
-792
233
$553K 0.02%
730
-37
234
$552K 0.02%
20,219
-574
235
$545K 0.02%
21,297
-20,302
236
$545K 0.02%
5,840
+2,000
237
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3,673
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238
$533K 0.02%
2,400
239
$531K 0.02%
8,381
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240
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241
$527K 0.02%
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242
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244
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245
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1,669
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246
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+542
247
$498K 0.02%
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248
$498K 0.02%
6,286
-18
249
$497K 0.02%
14,047
+2,047
250
$492K 0.02%
6,530
+1,832
8 9
10
11 12