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
$1.59B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$38.2M
3
+$12.3M
4
MS icon
Morgan Stanley
MS
+$11.8M
5
SO icon
Southern Company
SO
+$10.6M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$8.88M
4
PLD icon
Prologis
PLD
+$7.38M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Sector Composition

1 Technology 23.29%
2 Healthcare 8.35%
3 Consumer Discretionary 7.23%
4 Financials 7.11%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-30,434
252
– –
-5,957
253
– –
-150,396
254
– –
-55,449
255
– –
-1,456
256
– –
-10,812
257
– –
-2,817
258
– –
-43,198
259
– –
-19,422
260
– –
-133,100
261
– –
-5,766
262
– –
-942
263
– –
-1,150
264
– –
-9,214
265
– –
-3,524
266
– –
-16,915
267
– –
-6,667
268
– –
-63,746
269
– –
-65,700
270
– –
-5,893
271
– –
-11,537
272
– –
-500
273
– –
-6,643
274
– –
-777
275
– –
-5,684
8 9 10
11
12