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
$1.34B
AUM Growth
-$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$10.1M
3
+$7.98M
4
CVX icon
Chevron
CVX
+$7.36M
5
VZ icon
Verizon
VZ
+$6M

Top Sells

1
+$12.1M
2
+$8.61M
3
+$8.12M
4
MSFT icon
Microsoft
MSFT
+$6.47M
5
HES
Hess
HES
+$6.02M

Sector Composition

1 Technology 21.75%
2 Consumer Discretionary 9.39%
3 Healthcare 9.16%
4 Financials 9.05%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$80K 0.01%
2,761
277
$23K ﹤0.01%
10,000
278
– –
-3,137
279
– –
-462
280
– –
-8,968
281
– –
-2,260
282
– –
-10,273
283
– –
-1,447
284
– –
-1,205
285
– –
-26,786
286
– –
-8,387
287
– –
-2,149
288
– –
-580
289
– –
-12,987
290
– –
-45,990
291
– –
-150
292
– –
-57,505
293
– –
-2,315
294
– –
-6,100
295
– –
-7,067
296
– –
-17,950
297
– –
-1,200
298
– –
-2,377
299
– –
-9,949
300
– –
-5,215
8 9 10 11
12