CWM

Calamos Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 24.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.2M
3
+$13.3M
4
DDOG icon
Datadog
DDOG
+$12M
5
NVDA icon
NVIDIA
NVDA
+$11.9M

Top Sells

1
+$13.8M
2
+$8.96M
3
+$8.68M
4
NXPI icon
NXP Semiconductors
NXPI
+$8.04M
5
UNH icon
UnitedHealth
UNH
+$7.36M

Sector Composition

1 Technology 25.75%
2 Consumer Discretionary 8.62%
3 Financials 8.29%
4 Communication Services 7.04%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$342K 0.01%
11,139
252
$336K 0.01%
2,533
253
$334K 0.01%
2,205
254
$328K 0.01%
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256
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257
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258
$323K 0.01%
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259
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260
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261
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262
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263
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264
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266
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267
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268
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269
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272
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274
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2,767
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275
$240K 0.01%
1,217
-10
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