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
$423M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.58M
3
+$3.08M
4
HON icon
Honeywell
HON
+$2.27M
5
CSX icon
CSX Corp
CSX
+$2.09M

Top Sells

1
+$2.83M
2
+$2.5M
3
+$2.34M
4
CMI icon
Cummins
CMI
+$2.33M
5
C icon
Citigroup
C
+$2.07M

Sector Composition

1 Technology 12.99%
2 Healthcare 12.65%
3 Financials 10.48%
4 Industrials 8.61%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.92%
40,269
+2,082
27
$3.83M 0.91%
40,126
+2,552
28
$3.58M 0.84%
+3,430
29
$3.47M 0.82%
40,279
+2,823
30
$3.47M 0.82%
44,363
+3,256
31
$3.43M 0.81%
63,528
+1,854
32
$3.31M 0.78%
35,509
+2,792
33
$3.24M 0.76%
46,893
+663
34
$3.12M 0.74%
26,992
+1,896
35
$3.1M 0.73%
7,677
+1,937
36
$3.02M 0.71%
44,709
-5,614
37
$2.87M 0.68%
69,783
+6,737
38
$2.75M 0.65%
25,910
+1,509
39
$2.74M 0.65%
49,525
-37,450
40
$2.72M 0.64%
57,450
+495
41
$2.64M 0.62%
27,149
+23,312
42
$2.61M 0.62%
86,826
+6,492
43
$2.5M 0.59%
25,923
+342
44
$2.36M 0.56%
108,860
+1,140
45
$2.32M 0.55%
19,804
+10,536
46
$2.32M 0.55%
17,155
-1,867
47
$2.31M 0.55%
29,740
-180
48
$2.27M 0.54%
36,650
-7,435
49
$2.19M 0.52%
28,405
+140
50
$2.17M 0.51%
18,178
-88
1
2
3 4 5