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
$874M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.44M
3
+$5.47M
4
PAYC icon
Paycom
PAYC
+$4.36M
5
PYPL icon
PayPal
PYPL
+$4.18M

Top Sells

1
+$6.87M
2
+$4.98M
3
+$4.97M
4
APD icon
Air Products & Chemicals
APD
+$4.68M
5
BAX icon
Baxter International
BAX
+$3.44M

Sector Composition

1 Technology 21.62%
2 Healthcare 9.68%
3 Consumer Discretionary 8.29%
4 Financials 8.26%
5 Communication Services 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.13M 0.82%
21,639
+3,055
27
$6.7M 0.77%
33,359
-588
28
$6.56M 0.75%
8,632
+236
29
$6.51M 0.74%
118,104
-5,177
30
$6.5M 0.74%
39,480
-447
31
$6.44M 0.74%
+10,322
32
$6.41M 0.73%
56,604
-630
33
$6.39M 0.73%
51,476
+704
34
$6.38M 0.73%
166,959
+33,085
35
$6.3M 0.72%
18,622
-3,232
36
$6.23M 0.71%
54,320
+13,503
37
$6.17M 0.71%
32,585
+9,318
38
$6.16M 0.7%
22,626
-565
39
$5.77M 0.66%
39,182
-15,231
40
$5.67M 0.65%
35,032
-13,995
41
$5.65M 0.65%
50,274
-327
42
$5.6M 0.64%
70,941
+648
43
$5.59M 0.64%
55,801
+807
44
$5.45M 0.62%
75,630
+15,189
45
$5.27M 0.6%
91,657
-2,096
46
$5.26M 0.6%
26,701
+1,352
47
$5.12M 0.59%
61,684
-3,744
48
$5.11M 0.58%
63,568
-42,805
49
$4.96M 0.57%
126,053
+3,954
50
$4.94M 0.56%
135,550
+2,120
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