CWM

Calamos Wealth Management Portfolio holdings

AUM $2.76B
1-Year Est. Return 25.23%
This Quarter Est. Return
1 Year Est. Return
+25.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.46M
3
+$2.05M
4
CTSH icon
Cognizant
CTSH
+$2M
5
SYK icon
Stryker
SYK
+$1.97M

Top Sells

1
+$2.53M
2
+$2.26M
3
+$2.09M
4
PVH icon
PVH
PVH
+$1.91M
5
CPRI icon
Capri Holdings
CPRI
+$1.62M

Sector Composition

1 Financials 13.02%
2 Technology 12.13%
3 Healthcare 10.2%
4 Industrials 8.89%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.83%
36,577
+22,608
27
$2.84M 0.82%
22,659
+7,330
28
$2.76M 0.8%
61,806
-46,958
29
$2.73M 0.79%
29,664
+923
30
$2.69M 0.78%
112,967
-1,818
31
$2.62M 0.76%
29,410
+23,030
32
$2.58M 0.74%
34,465
+9
33
$2.46M 0.71%
+67,988
34
$2.4M 0.69%
44,455
+645
35
$2.34M 0.68%
144,468
-8,460
36
$2.23M 0.64%
12,151
+217
37
$2.11M 0.61%
46,580
+1,120
38
$2.11M 0.61%
27,668
+684
39
$2.08M 0.6%
60,641
+17,043
40
$2.06M 0.59%
16,665
+1,098
41
$2.05M 0.59%
1,771
+11
42
$2.04M 0.59%
5,666
+30
43
$2.01M 0.58%
18,863
-10,856
44
$2M 0.58%
+44,645
45
$1.99M 0.57%
21,140
+363
46
$1.98M 0.57%
32,988
+28,588
47
$1.97M 0.57%
+24,395
48
$1.95M 0.56%
9,382
-5,039
49
$1.93M 0.56%
119,560
-73,980
50
$1.91M 0.55%
23,497
-7,023
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