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
$748M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.67M
3
+$3.45M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
NVDA icon
NVIDIA
NVDA
+$2.91M

Top Sells

1
+$5.74M
2
+$3.61M
3
+$3.3M
4
APD icon
Air Products & Chemicals
APD
+$2.89M
5
CSCO icon
Cisco
CSCO
+$2.78M

Sector Composition

1 Technology 12.81%
2 Financials 10.39%
3 Healthcare 8.97%
4 Communication Services 6.7%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.35M 0.85%
16,938
-4,719
27
$6.31M 0.84%
1,450,000
+668,600
28
$6.27M 0.84%
55,424
-3,800
29
$6.18M 0.83%
65,828
+6,873
30
$6.12M 0.82%
101,338
+1,557
31
$6.1M 0.82%
178,955
+2,803
32
$6.09M 0.81%
52,953
+1,092
33
$6.07M 0.81%
104,216
-22,840
34
$5.89M 0.79%
44,362
+748
35
$5.84M 0.78%
101,325
-32,579
36
$5.43M 0.73%
109,917
-56,211
37
$5.3M 0.71%
19,530
+164
38
$5.28M 0.71%
48,650
+685
39
$5.23M 0.7%
78,204
+952
40
$5.18M 0.69%
67,564
+1,365
41
$5.1M 0.68%
34,361
+551
42
$5.06M 0.68%
+26,135
43
$4.9M 0.65%
60,966
+1,280
44
$4.85M 0.65%
44,739
+14,430
45
$4.71M 0.63%
20,319
+174
46
$4.62M 0.62%
20,834
-13,021
47
$4.58M 0.61%
27,055
+497
48
$4.58M 0.61%
22,087
+414
49
$4.47M 0.6%
73,237
-25,971
50
$4.39M 0.59%
98,545
-34,327
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