CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$9.03M
3
+$6.24M
4
NOW icon
ServiceNow
NOW
+$5.02M
5
UAL icon
United Airlines
UAL
+$3.83M

Top Sells

1
+$50.7M
2
+$17.8M
3
+$12.4M
4
DHR icon
Danaher
DHR
+$10.1M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$8.36M

Sector Composition

1 Technology 22.72%
2 Healthcare 8.82%
3 Consumer Discretionary 8.48%
4 Financials 6.99%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.01%
10,000
-12,000
252
$64.1K 0.01%
14,919
+256
253
$1.25K ﹤0.01%
10,000
254
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-7,962
255
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257
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-5,665
263
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264
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267
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0
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