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
$1.21B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$9.01M
3
+$5.85M
4
SYY icon
Sysco
SYY
+$5.21M
5
DHR icon
Danaher
DHR
+$4.88M

Top Sells

1
+$23.7M
2
+$6.48M
3
+$6.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
BAX icon
Baxter International
BAX
+$4.36M

Sector Composition

1 Technology 22.59%
2 Consumer Discretionary 13.43%
3 Financials 10.14%
4 Healthcare 7.72%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.48M 0.78%
295,017
+6,324
27
$9.25M 0.76%
130,675
+2,211
28
$9.19M 0.76%
25,810
+1,838
29
$9.1M 0.75%
200,892
+1,674
30
$9.01M 0.74%
+57,700
31
$8.91M 0.73%
63,025
+3,593
32
$8.85M 0.73%
47,353
-10,395
33
$8.59M 0.71%
162,993
+2,339
34
$8.53M 0.7%
130,813
+2,196
35
$7.95M 0.66%
102,932
+5,338
36
$7.76M 0.64%
88,011
+1,919
37
$7.68M 0.63%
59,521
+709
38
$7.42M 0.61%
47,098
+718
39
$7.41M 0.61%
33,267
+9,690
40
$7.18M 0.59%
33,882
+1,742
41
$7.16M 0.59%
117,292
-3,843
42
$7.1M 0.59%
50,274
43
$7.04M 0.58%
28,995
+1,275
44
$6.85M 0.56%
20,103
+488
45
$6.77M 0.56%
10,971
+198
46
$6.72M 0.55%
55,213
+885
47
$6.68M 0.55%
22,977
+382
48
$6.67M 0.55%
143,950
+2,950
49
$6.5M 0.54%
59,493
+833
50
$6.4M 0.53%
29,023
+553
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2
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