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

Top Buys

1
+$67.3M
2
+$34M
3
+$11.9M
4
SO icon
Southern Company
SO
+$10.4M
5
MS icon
Morgan Stanley
MS
+$10.1M

Top Sells

1
+$10.5M
2
+$10.5M
3
+$8.09M
4
ZBH icon
Zimmer Biomet
ZBH
+$7.15M
5
APTV icon
Aptiv
APTV
+$6.55M

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
276
– –
-63,746
277
– –
-65,700
278
– –
-5,893
279
– –
-11,537
8 9 10 11
12