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
$1.1B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$25.4M
3
+$7.75M
4
HES
Hess
HES
+$6.49M
5
CB icon
Chubb
CB
+$6.46M

Top Sells

1
+$7.47M
2
+$6.17M
3
+$5.62M
4
CSCO icon
Cisco
CSCO
+$4.59M
5
AIG icon
American International
AIG
+$4.53M

Sector Composition

1 Technology 23.4%
2 Financials 9.81%
3 Healthcare 8.75%
4 Consumer Discretionary 8.11%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.01M 0.82%
34,176
+817
27
$8.81M 0.8%
160,654
-25,649
28
$8.73M 0.8%
288,693
+9,693
29
$8.69M 0.79%
18,660
+1,109
30
$8.56M 0.78%
23,972
+5,350
31
$8.18M 0.75%
23,500
+1,861
32
$7.75M 0.71%
+256,666
33
$7.68M 0.7%
46,380
+1,769
34
$7.63M 0.7%
16,874
+1,605
35
$7.19M 0.66%
59,432
+3,631
36
$7.15M 0.65%
32,140
+25,729
37
$7.13M 0.65%
10,773
+451
38
$6.98M 0.64%
97,594
+5,937
39
$6.94M 0.63%
58,812
+2,208
40
$6.82M 0.62%
128,617
+109,944
41
$6.78M 0.62%
128,464
+122,875
42
$6.64M 0.61%
19,615
+313
43
$6.49M 0.59%
27,720
+3,419
44
$6.47M 0.59%
86,092
+6,234
45
$6.46M 0.59%
+41,972
46
$6.44M 0.59%
50,274
47
$6.36M 0.58%
54,328
+8
48
$6.32M 0.58%
36,164
+1,132
49
$6.32M 0.58%
8,851
+219
50
$6.28M 0.57%
71,625
+68,104
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