CWM
Calamos Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Est. Return
24.74%
This Fund
S&P 500
1 Year Est. Return
+24.74%
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
$178B
| – | – |
-16,646
|
|
||
|
HES
377
DELISTED
Hess
HES
| – | – |
-89,405
|
|
||
|
CHW
378
Calamos Global Dynamic Income Fund
CHW
$511M
| – | – |
-29,748
|
|
||
|
CGO
379
Calamos Global Total Return Fund
CGO
$121M
| – | – |
-110,242
|
|
||
380
Chipotle Mexican Grill
CMG
$51.2B
| – | – |
-267,555
|
|
||
381
Fair Isaac
FICO
$35B
| – | – |
-1,121
|
|
||
382
VanEck Gold Miners ETF
GDX
$28.6B
| – | – |
0
|
|
||
383
HDFC Bank
HDB
$165B
| – | – |
-31,930
|
|