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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$269K 0.02%
8,000
252
$267K 0.02%
2,014
-25
253
$265K 0.02%
+1,450
254
$262K 0.02%
3,390
+426
255
$261K 0.02%
+1,630
256
$256K 0.02%
+987
257
$256K 0.02%
1,583
+180
258
$244K 0.02%
+2,413
259
$240K 0.02%
1,624
+263
260
$238K 0.02%
699
-28
261
$233K 0.02%
3,031
+153
262
$225K 0.02%
1,500
263
$224K 0.02%
+1,888
264
$223K 0.02%
1,059
+42
265
$219K 0.02%
+1,960
266
$218K 0.02%
+1,040
267
$216K 0.02%
2,100
268
$210K 0.02%
+3,690
269
$209K 0.02%
+1,363
270
$207K 0.02%
+963
271
$206K 0.02%
2,673
272
$206K 0.02%
1,778
-2,220
273
$204K 0.02%
+3,038
274
$124K 0.01%
10,000
275
$92K 0.01%
+17,670
8 9 10
11
12