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
$849M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.89M
3
+$3.34M
4
LIN icon
Linde
LIN
+$2.08M
5
AAPL icon
Apple
AAPL
+$1.74M

Top Sells

1
+$5.41M
2
+$3.36M
3
+$2.89M
4
PM icon
Philip Morris
PM
+$2.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.19M

Sector Composition

1 Technology 14.01%
2 Financials 9.93%
3 Healthcare 8.72%
4 Consumer Discretionary 6.44%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 0.85%
52,108
+7,746
27
$7.2M 0.85%
49,562
+406
28
$6.87M 0.81%
85,231
-3,745
29
$6.77M 0.8%
66,869
+1,041
30
$6.68M 0.79%
179,598
+643
31
$6.37M 0.75%
105,228
+1,012
32
$6.33M 0.75%
55,593
+2,640
33
$6.31M 0.74%
122,947
+2,908
34
$6.23M 0.73%
46,664
+1,925
35
$6.22M 0.73%
101,353
+15
36
$6.2M 0.73%
16,917
+617
37
$5.93M 0.7%
19,847
+317
38
$5.92M 0.7%
101,167
-158
39
$5.86M 0.69%
68,696
+1,132
40
$5.71M 0.67%
16,591
-347
41
$5.66M 0.67%
92,710
+16,401
42
$5.59M 0.66%
34,395
+34
43
$5.56M 0.66%
24,185
+2,098
44
$5.5M 0.65%
23,745
+1,224
45
$5.5M 0.65%
48,461
-189
46
$5.46M 0.64%
113,741
+25,672
47
$5.45M 0.64%
113,633
+3,716
48
$5.38M 0.63%
61,941
+975
49
$5.22M 0.62%
100,555
+2,010
50
$5.05M 0.6%
49,077
+893
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