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
$741M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$6.34M
3
+$5.98M
4
FIS icon
Fidelity National Information Services
FIS
+$3.73M
5
HUM icon
Humana
HUM
+$3.17M

Top Sells

1
+$3.2M
2
+$3.02M
3
+$2.86M
4
DE icon
Deere & Co
DE
+$2.82M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$2.78M

Sector Composition

1 Technology 12.11%
2 Financials 10.44%
3 Healthcare 9.76%
4 Consumer Discretionary 6.97%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7M 0.94%
21,657
+6,845
27
$6.9M 0.93%
104,935
-586
28
$6.59M 0.89%
59,224
+2,415
29
$6.53M 0.88%
17,940
-171
30
$6.51M 0.88%
127,056
+3,488
31
$6.35M 0.86%
61,310
+2,062
32
$6.28M 0.85%
117,923
+1,407
33
$6.11M 0.82%
132,872
+3,466
34
$6.09M 0.82%
99,208
-21,224
35
$5.98M 0.81%
+51,861
36
$5.7M 0.77%
99,781
+1,837
37
$5.35M 0.72%
43,614
+30,407
38
$5.15M 0.7%
77,252
-162
39
$5.13M 0.69%
33,810
-629
40
$5.12M 0.69%
19,366
+286
41
$4.95M 0.67%
58,955
+1,190
42
$4.94M 0.67%
66,199
+1,595
43
$4.78M 0.64%
59,686
-652
44
$4.67M 0.63%
47,965
-801
45
$4.64M 0.63%
26,558
-6,923
46
$4.47M 0.6%
29,034
+742
47
$4.43M 0.6%
21,673
+105
48
$4.32M 0.58%
30,999
-2,389
49
$4.26M 0.58%
16,077
+11,953
50
$4.26M 0.57%
46,935
+1,064
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