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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
326
$271K 0.01%
+1,246
327
$266K 0.01%
+3,958
328
$266K 0.01%
757
+93
329
$265K 0.01%
3,249
+187
330
$265K 0.01%
1,049
+27
331
$264K 0.01%
2,100
332
$261K 0.01%
890
+114
333
$261K 0.01%
+11,210
334
$260K 0.01%
+1,529
335
$260K 0.01%
9,770
-9,581
336
$258K 0.01%
+3,090
337
$257K 0.01%
+15,005
338
$257K 0.01%
+2,800
339
$256K 0.01%
+3,175
340
$247K 0.01%
+7,096
341
$246K 0.01%
4,387
342
$244K 0.01%
+9,356
343
$242K 0.01%
+3,079
344
$240K 0.01%
4,809
-530
345
$238K 0.01%
1,706
346
$233K 0.01%
+899
347
$232K 0.01%
1,156
+81
348
$230K 0.01%
1,060
-157
349
$227K 0.01%
+3,114
350
$226K 0.01%
+1,202
12 13
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