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CWM

Calamos Wealth Management Portfolio holdings

AUM $2.9B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.76B
AUM Growth
+$409M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$31.8M
3
+$20.3M
4
CVX icon
Chevron
CVX
+$19.2M
5
TXN icon
Texas Instruments
TXN
+$17.5M

Top Sells

1
+$27.9M
2
+$19.2M
3
+$15M
4
EMR icon
Emerson Electric
EMR
+$14.3M
5
ZTS icon
Zoetis
ZTS
+$12.8M

Sector Composition

1 Technology 27.1%
2 Communication Services 8.36%
3 Financials 8.32%
4 Consumer Discretionary 7.66%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$482K 0.02%
9,842
+2,836
252
$477K 0.02%
8,077
-510
253
$476K 0.02%
+6,247
254
$467K 0.02%
3,622
+1,530
255
$464K 0.02%
1,001
256
$459K 0.02%
2,726
+74
257
$456K 0.02%
+17,637
258
$453K 0.02%
11,053
+1,357
259
$443K 0.02%
7,376
-934
260
$433K 0.02%
+9,466
261
$429K 0.02%
+5,097
262
$428K 0.02%
+3,804
263
$418K 0.02%
15,601
-3,012
264
$418K 0.02%
1,605
+99
265
$415K 0.02%
7,482
+415
266
$414K 0.02%
6,913
-3,187
267
$412K 0.01%
15,785
-5,857
268
$412K 0.01%
+3,975
269
$405K 0.01%
9,062
270
$404K 0.01%
+1,474
271
$401K 0.01%
+877
272
$399K 0.01%
312
+5
273
$395K 0.01%
8,963
274
$394K 0.01%
+3,548
275
$386K 0.01%
+3,106
9 10
11
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