We are live on ! Find out more
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
301
$324K 0.01%
+1,423
302
$324K 0.01%
+2,087
303
$324K 0.01%
+3,552
304
$323K 0.01%
+12,569
305
$319K 0.01%
7,082
+560
306
$314K 0.01%
+3,808
307
$310K 0.01%
+4,171
308
$306K 0.01%
+5,314
309
$304K 0.01%
+3,910
310
$302K 0.01%
5,574
-761
311
$300K 0.01%
4,486
312
$291K 0.01%
2,673
313
$289K 0.01%
+3,297
314
$286K 0.01%
+3,965
315
$285K 0.01%
3,400
316
$285K 0.01%
+10,044
317
$282K 0.01%
+1,226
318
$281K 0.01%
+1,282
319
$278K 0.01%
4,080
+198
320
$275K 0.01%
+3,252
321
$275K 0.01%
+2,219
322
$274K 0.01%
2,108
+91
323
$273K 0.01%
+4,889
324
$272K 0.01%
2,980
+213
325
$271K 0.01%
+6,600
11 12
13
14 15