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
$400M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$6.18M
3
+$5.78M
4
LMT icon
Lockheed Martin
LMT
+$4.07M
5
ACT.PRA
ACTAVIS PLC Pfd Conv Ser A (Irl)
ACT.PRA
+$2.5M

Top Sells

1
+$1.84M
2
+$1.75M
3
+$1.65M
4
SE
Spectra Energy Corp Wi
SE
+$1.52M
5
NOV icon
NOV
NOV
+$1.46M

Sector Composition

1 Technology 12.98%
2 Healthcare 12.4%
3 Financials 10.52%
4 Consumer Discretionary 8.69%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 0.87%
37,574
+13,389
27
$3.42M 0.85%
50,323
-7,710
28
$3.39M 0.85%
46,230
-1,927
29
$3.37M 0.84%
41,107
+19,855
30
$3.26M 0.81%
30,111
+8,397
31
$3.13M 0.78%
32,717
+17,137
32
$3.13M 0.78%
37,456
+15,698
33
$3.09M 0.77%
61,674
+7,778
34
$2.89M 0.72%
25,096
+518
35
$2.88M 0.72%
19,022
+931
36
$2.83M 0.71%
116,654
+4,407
37
$2.78M 0.7%
24,401
+840
38
$2.71M 0.68%
33,401
+854
39
$2.69M 0.67%
25,581
+4,349
40
$2.66M 0.67%
56,955
+1,345
41
$2.63M 0.66%
46,067
+28,244
42
$2.5M 0.62%
+2,470
43
$2.42M 0.61%
5,740
+3,504
44
$2.42M 0.6%
44,085
+625
45
$2.34M 0.58%
35,805
-2,698
46
$2.33M 0.58%
16,802
-6,528
47
$2.27M 0.57%
63,046
+2,875
48
$2.27M 0.57%
50,479
-2,594
49
$2.27M 0.57%
+80,334
50
$2.21M 0.55%
35,880
-23,587
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