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
$621M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.59M
3
+$3.85M
4
BAC icon
Bank of America
BAC
+$3.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.2M

Top Sells

1
+$6.53M
2
+$4.27M
3
+$3.99M
4
WFC icon
Wells Fargo
WFC
+$2.88M
5
MET icon
MetLife
MET
+$2.42M

Sector Composition

1 Financials 13.06%
2 Technology 10.67%
3 Healthcare 9.16%
4 Communication Services 8.71%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.79M 0.93%
180,342
+2,208
27
$5.6M 0.9%
47,824
-7,332
28
$5.45M 0.88%
102,083
+233
29
$5.37M 0.86%
63,890
+1,852
30
$5.33M 0.86%
161,140
+90,530
31
$5.3M 0.85%
93,943
-547
32
$5.29M 0.85%
96,009
-52,298
33
$5.29M 0.85%
54,752
+21,418
34
$5.2M 0.84%
33,386
+1,032
35
$5.05M 0.81%
134,620
-6,580
36
$5.03M 0.81%
20,125
+321
37
$5.03M 0.81%
59,886
+508
38
$5.01M 0.81%
120,897
-2,552
39
$4.88M 0.79%
72,238
+7,718
40
$4.78M 0.77%
41,577
-1,633
41
$4.74M 0.76%
40,254
+1,108
42
$4.65M 0.75%
71,291
+23,262
43
$4.59M 0.74%
82,670
-931
44
$4.33M 0.7%
26,553
+1,373
45
$4.22M 0.68%
95,238
+62,330
46
$4.17M 0.67%
40,348
-349
47
$4.14M 0.67%
138,616
+4,296
48
$4.08M 0.66%
47,051
+202
49
$3.98M 0.64%
48,155
-19,217
50
$3.85M 0.62%
+90,717
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