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
$722M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.69M
3
+$4.22M
4
AGN
Allergan plc
AGN
+$4.18M
5
AMT icon
American Tower
AMT
+$3.69M

Top Sells

1
+$22.2M
2
+$7.09M
3
+$4.58M
4
TWX
Time Warner Inc
TWX
+$4.57M
5
AAPL icon
Apple
AAPL
+$3.99M

Sector Composition

1 Financials 11.58%
2 Technology 10.52%
3 Healthcare 8.3%
4 Consumer Discretionary 6.37%
5 Communication Services 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.04M 0.97%
237,777
+9,297
27
$6.96M 0.96%
113,855
+797
28
$6.79M 0.94%
185,380
+9,404
29
$6.79M 0.94%
201,852
+319
30
$6.6M 0.92%
260,568
+1,981
31
$6.57M 0.91%
121,609
+21,851
32
$6.4M 0.89%
34,921
+253
33
$6.16M 0.85%
89,684
+361
34
$6.08M 0.84%
95,914
+4,747
35
$6M 0.83%
323,960
+2,680
36
$5.91M 0.82%
41,636
+288
37
$5.87M 0.81%
50,632
+151
38
$5.72M 0.79%
3,127
+2,304
39
$5.67M 0.79%
23,916
+2,308
40
$5.67M 0.79%
18,278
+178
41
$5.42M 0.75%
120,472
+69
42
$5.38M 0.75%
26,253
+20,415
43
$5.26M 0.73%
95,518
+9,364
44
$5.24M 0.73%
160,643
+108,103
45
$5.21M 0.72%
107,941
+210
46
$5.12M 0.71%
32,683
+8,356
47
$5.01M 0.69%
19,717
-1,330
48
$4.8M 0.66%
43,202
+31,548
49
$4.79M 0.66%
197,530
+43,700
50
$4.75M 0.66%
124,872
-1,333
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