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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
351
$225K 0.01%
781
+92
352
$220K 0.01%
+9,060
353
$218K 0.01%
+1,001
354
$218K 0.01%
+1,260
355
$215K 0.01%
+4,105
356
$210K 0.01%
+49
357
$209K 0.01%
+628
358
$209K 0.01%
+8,279
359
$208K 0.01%
12,899
+1
360
$207K 0.01%
586
-23,158
361
$205K 0.01%
+751
362
$202K 0.01%
+2,496
363
$202K 0.01%
+1,031
364
$202K 0.01%
+654
365
$201K 0.01%
+2,013
366
$101K ﹤0.01%
10,100
-1,443
367
$46.6K ﹤0.01%
20,000
368
$43.4K ﹤0.01%
29,500
369
– –
-110,242
370
– –
-29,748
371
– –
-267,555
372
– –
-1,121
373
– –
0
374
– –
-31,930
375
– –
-89,405
12 13 14
15
16