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
$351M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.22M
3
+$2.67M
4
MSFT icon
Microsoft
MSFT
+$1.94M
5
SWH
Stanley Black & Decker, Inc.
SWH
+$1.78M

Top Sells

1
+$2.92M
2
+$2.89M
3
+$1.82M
4
DEO icon
Diageo
DEO
+$1.8M
5
AMG icon
Affiliated Managers Group
AMG
+$1.66M

Sector Composition

1 Consumer Discretionary 11.68%
2 Technology 11.54%
3 Financials 11.53%
4 Industrials 9.87%
5 Healthcare 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 0.81%
28,741
+12,339
27
$2.81M 0.8%
24,037
+341
28
$2.73M 0.78%
34,456
+362
29
$2.67M 0.76%
+39,755
30
$2.53M 0.72%
37,149
-793
31
$2.48M 0.71%
48,167
-1,545
32
$2.47M 0.71%
14,421
-498
33
$2.47M 0.7%
30,520
+241
34
$2.46M 0.7%
29,719
+60
35
$2.42M 0.69%
114,785
-65,128
36
$2.39M 0.68%
43,810
-57
37
$2.37M 0.67%
58,353
+10,245
38
$2.29M 0.65%
25,807
-6,920
39
$2.26M 0.64%
32,139
-3,815
40
$2.24M 0.64%
23,182
+155
41
$2.22M 0.63%
26,984
-2,890
42
$2.2M 0.63%
152,928
-7,770
43
$2.12M 0.6%
198
+22
44
$2.12M 0.6%
45,460
+12,665
45
$2.12M 0.6%
1,760
+22
46
$2.11M 0.6%
15,567
+436
47
$2.09M 0.6%
20,777
-1,148
48
$2.05M 0.59%
37,305
-340
49
$2M 0.57%
11,934
+14
50
$1.97M 0.56%
18,022
-3,766
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