CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.1M
3
+$11.2M
4
MSFT icon
Microsoft
MSFT
+$7.28M
5
AAPL icon
Apple
AAPL
+$3.95M

Top Sells

1
+$4.8M
2
+$4.44M
3
+$3.34M
4
XYZ
Block Inc
XYZ
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.76M

Sector Composition

1 Technology 20.92%
2 Healthcare 9.89%
3 Consumer Discretionary 7.9%
4 Financials 7.59%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
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