CWM

Calamos Wealth Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.73M
3
+$2.54M
4
TUP
Tupperware Brands Corporation
TUP
+$1.97M
5
AIG icon
American International
AIG
+$1.75M

Top Sells

1
+$2.92M
2
+$2.74M
3
+$2.68M
4
TROW icon
T. Rowe Price
TROW
+$2.63M
5
BEN icon
Franklin Resources
BEN
+$1.92M

Sector Composition

1 Consumer Discretionary 11.75%
2 Technology 11.34%
3 Financials 11.09%
4 Industrials 7.51%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.82%
49,818
-37,968
27
$2.42M 0.79%
32,431
-1,758
28
$2.41M 0.79%
45,819
+15,933
29
$2.3M 0.75%
26,572
-10,717
30
$2.17M 0.71%
8,816
+2,589
31
$2.16M 0.71%
44,407
+35,980
32
$2.16M 0.7%
30,632
-503
33
$2.05M 0.67%
32,518
+4,477
34
$2.05M 0.67%
24,174
-31,614
35
$1.97M 0.65%
+22,850
36
$1.97M 0.64%
39,146
+1,265
37
$1.9M 0.62%
11,995
+3,390
38
$1.86M 0.61%
25,798
-36,550
39
$1.81M 0.59%
15,708
-6,349
40
$1.75M 0.57%
14,395
+3,473
41
$1.74M 0.57%
18,698
+14,640
42
$1.73M 0.57%
13,615
-675
43
$1.73M 0.57%
20,105
+3,896
44
$1.71M 0.56%
1,503
-132
45
$1.71M 0.56%
25,222
+9,219
46
$1.69M 0.55%
14,758
+2,267
47
$1.68M 0.55%
13,229
+1,945
48
$1.67M 0.55%
1,651
+16
49
$1.61M 0.53%
29,465
-3,060
50
$1.53M 0.5%
28,545
-1,860
1
2
3 4 5