CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.76B
1-Year Est. Return
25.23%
1 Year Est. Return
+25.23%
AUM
$2.35B
AUM Growth
+$351M
(+18%)
Holding
377
Top Buys
| 1 | +$14.8M | |
| 2 | +$14.2M | |
| 3 | +$13.3M | |
| 4 |
Datadog
DDOG
|
+$12M |
| 5 |
NVIDIA
NVDA
|
+$11.9M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$8.96M | |
| 3 | +$8.68M | |
| 4 |
NXP Semiconductors
NXPI
|
+$8.04M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Eaton
ETN
$147B
| – | – |
-886
|
|
||
302
ConocoPhillips
COP
$109B
| – | – |
-2,272
|
|
||
|
DFS
303
DELISTED
Discover Financial Services
DFS
| – | – |
-1,887
|
|