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
$1.28B
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$5.73M
3
+$5.66M
4
MDLZ icon
Mondelez International
MDLZ
+$5.31M
5
DHR icon
Danaher
DHR
+$4.15M

Top Sells

1
+$18.1M
2
+$8.12M
3
+$6.77M
4
EQIX icon
Equinix
EQIX
+$6.62M
5
LH icon
Labcorp
LH
+$6.43M

Sector Composition

1 Technology 23.79%
2 Consumer Discretionary 13.65%
3 Financials 10.37%
4 Healthcare 7.67%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.02%
5,331
-530
252
$263K 0.02%
725
+28
253
$256K 0.02%
1,081
-27,154
254
$254K 0.02%
116
+3
255
$246K 0.02%
1,131
-86
256
$245K 0.02%
157
-657
257
$231K 0.02%
+2,831
258
$222K 0.02%
+2,194
259
$209K 0.02%
+1,094
260
$207K 0.02%
+1,484
261
$205K 0.02%
+3,049
262
$166K 0.01%
+10,000
263
$87K 0.01%
+2,761
264
$28K ﹤0.01%
10,000
265
– –
-10,971
266
– –
-63,018
267
– –
-16,861
7 8 9 10
11