CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.76B
1-Year Est. Return
25.23%
1 Year Est. Return
+25.23%
AUM
$2.76B
AUM Growth
+$409M
(+17%)
Holding
449
Top Buys
| 1 | +$47.7M | |
| 2 | +$33.9M | |
| 3 | +$22.9M | |
| 4 |
Chevron
CVX
|
+$19.3M |
| 5 |
Texas Instruments
TXN
|
+$16.5M |
Top Sells
| 1 | +$28.8M | |
| 2 | +$19.6M | |
| 3 | +$15M | |
| 4 |
Emerson Electric
EMR
|
+$13.8M |
| 5 |
Datadog
DDOG
|
+$12.9M |
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 | |
|---|---|---|---|---|---|---|
376
Intuitive Surgical
ISRG
$202B
| – | – |
-16,646
|
|
||
377
Kinsale Capital Group
KNSL
$8.71B
| – | – |
-420
|
|
||
|
SKX
378
DELISTED
Skechers
SKX
| – | – |
-18,151
|
|
||
379
Toyota
TM
$255B
| – | – |
0
|
|
||
380
Waste Connections
WCN
$44.6B
| – | – |
-11,008
|
|
||
381
Flutter Entertainment
FLUT
$37.1B
| – | – |
-8,250
|
|
||
|
CBOJ
382
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$35.2M
| – | – |
-8,780
|
|
||
|
CBXJ
383
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$22M
| – | – |
-9,451
|
|